-1.8%
MA vs JOBY
-56.0%
+54.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.4% |
| 7D | -3.5% | -8.2% | +4.7% | -3.6% |
| 30D | +0.7% | -25.1% | +25.8% | +0.2% |
| 3M | +15.8% | -28.8% | +44.6% | +15.0% |
| 6M | +10.2% | -36.1% | +46.3% | +9.2% |
| YTD | -0.5% | -52.2% | +51.7% | -1.2% |
| 1Y | -1.8% | -52.4% | +50.6% | -1.1% |
| All | -1.8% | -56.0% | +54.2% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded JOBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling