+10.4%
MMM vs JOBY
-48.4%
+58.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.3% |
| 7D | -3.3% | -3.4% | +0.1% | -3.1% |
| 30D | -7.0% | -13.6% | +6.6% | -6.1% |
| 3M | +10.8% | -39.5% | +50.3% | +14.6% |
| 6M | +5.8% | -31.9% | +37.6% | +7.6% |
| YTD | +6.8% | -48.9% | +55.7% | +10.6% |
| 1Y | +10.4% | -48.5% | +58.9% | +9.1% |
| All | +10.4% | -48.4% | +58.8% | +9.1% |
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