+73.8%
MA vs JOBY
-38.2%
+111.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.0% |
| 7D | -2.7% | -3.4% | +0.7% | -2.5% |
| 30D | +1.5% | -13.6% | +15.1% | +2.3% |
| 3M | +20.4% | -39.5% | +59.9% | +23.6% |
| 6M | +11.1% | -31.9% | +43.0% | +12.8% |
| YTD | +2.0% | -48.9% | +50.9% | +5.1% |
| 1Y | -2.2% | -48.5% | +46.4% | +0.1% |
| 3Y | +41.9% | -8.0% | +49.9% | +33.2% |
| 5Y | +75.4% | -33.7% | +109.0% | +57.4% |
| All | +73.8% | -38.2% | +111.9% | +56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling