+218.2%
MP vs JOBY
-45.7%
+263.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.1% |
| 7D | -3.6% | +22.1% | -25.7% | -9.9% |
| 30D | -21.0% | +8.8% | -29.8% | -23.2% |
| 3M | -33.3% | -32.8% | -0.5% | -24.5% |
| 6M | -45.9% | -45.5% | -0.4% | -34.7% |
| YTD | -27.8% | -55.2% | +27.3% | -8.2% |
| 1Y | -43.2% | -62.5% | +19.3% | -24.1% |
| 3Y | +144.0% | +14.1% | +130.0% | +122.3% |
| 5Y | -6.1% | -35.9% | +29.8% | -16.0% |
| All | +218.2% | -45.7% | +263.8% | +195.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling