+50.9%
MNST vs JOBY
-13.1%
+64.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.5% |
| 7D | -3.6% | -5.9% | +2.3% | -3.4% |
| 30D | -6.3% | -27.1% | +20.8% | -5.4% |
| 3M | -5.0% | -30.7% | +25.8% | -4.1% |
| 6M | +13.1% | -36.1% | +49.2% | +14.3% |
| YTD | +11.8% | -51.4% | +63.1% | +13.4% |
| 1Y | +35.2% | -52.2% | +87.4% | +36.6% |
| All | +50.9% | -13.1% | +64.0% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling