+77.9%
MNST vs JOBY
-32.4%
+110.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.4% |
| 7D | -3.6% | -5.9% | +2.3% | -3.3% |
| 30D | -6.3% | -27.1% | +20.8% | -5.0% |
| 3M | -5.0% | -30.7% | +25.8% | -3.6% |
| 6M | +13.1% | -36.1% | +49.2% | +14.9% |
| YTD | +11.8% | -51.4% | +63.1% | +14.6% |
| 1Y | +35.2% | -52.2% | +87.4% | +38.0% |
| 3Y | +52.0% | -12.1% | +64.1% | +44.7% |
| 5Y | +77.9% | -31.1% | +109.0% | +65.9% |
| All | +77.9% | -32.4% | +110.3% | +65.9% |
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