+4.7%
MDT vs JOBY
-48.4%
+53.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.1% |
| 7D | +3.2% | -3.4% | +6.7% | +3.2% |
| 30D | +9.5% | -13.6% | +23.1% | +9.4% |
| 3M | +16.0% | -39.5% | +55.5% | +16.7% |
| 6M | +0.2% | -31.9% | +32.1% | +0.1% |
| YTD | -0.3% | -48.9% | +48.7% | +0.6% |
| 1Y | +4.7% | -48.5% | +53.3% | +6.0% |
| All | +4.7% | -48.4% | +53.1% | +6.0% |
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 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