+45.3%
MO vs JOBY
-67.8%
+113.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.1% | -2.7% | +1.8% |
| 7D | +6.9% | -0.6% | +7.5% | +6.8% |
| 30D | +14.9% | -12.6% | +27.6% | +13.5% |
| 3M | +16.4% | -36.6% | +53.1% | +11.6% |
| 6M | +9.6% | -43.0% | +52.6% | +5.3% |
| YTD | +41.8% | -61.7% | +103.6% | +37.6% |
| 1Y | +45.3% | -65.8% | +111.1% | +40.9% |
| All | +45.3% | -67.8% | +113.2% | +40.9% |
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 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