+66.3%
MA vs JOBY
-32.4%
+98.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | -0.2% |
| 7D | -3.5% | -5.9% | +2.4% | -3.1% |
| 30D | +0.8% | -27.1% | +27.9% | +2.8% |
| 3M | +14.8% | -30.7% | +45.5% | +17.1% |
| 6M | +10.0% | -36.1% | +46.0% | +12.2% |
| YTD | -0.1% | -51.4% | +51.3% | +3.5% |
| 1Y | -2.2% | -52.2% | +49.9% | +0.7% |
| 3Y | +39.3% | -12.1% | +51.3% | +30.0% |
| 5Y | +66.3% | -31.1% | +97.5% | +53.0% |
| All | +66.3% | -32.4% | +98.8% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling