+115.5%
MNST vs JOBY
-38.2%
+153.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -6.5% | -3.4% | -3.0% | -6.3% |
| 30D | -7.2% | -13.6% | +6.4% | -6.7% |
| 3M | -1.0% | -39.5% | +38.5% | +1.0% |
| 6M | +11.5% | -31.9% | +43.3% | +12.9% |
| YTD | +14.3% | -48.9% | +63.2% | +16.9% |
| 1Y | +38.1% | -48.5% | +86.7% | +40.4% |
| 3Y | +55.0% | -8.0% | +63.0% | +47.8% |
| 5Y | +79.6% | -33.7% | +113.3% | +65.9% |
| All | +115.5% | -38.2% | +153.6% | +98.1% |
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 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