-10.9%
MP vs JOBY
-44.4%
+33.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.9% | +8.4% | +5.2% |
| 7D | +9.5% | -14.3% | +23.8% | +15.1% |
| 30D | -3.0% | +10.2% | -13.2% | -6.7% |
| 3M | -30.4% | -38.5% | +8.1% | -18.2% |
| 6M | -39.2% | -54.1% | +14.9% | -21.3% |
| YTD | -23.3% | -61.5% | +38.2% | +4.2% |
| 1Y | -32.6% | -65.7% | +33.0% | -5.3% |
| 3Y | +159.3% | -7.0% | +166.2% | +146.9% |
| All | -10.9% | -44.4% | +33.5% | -9.5% |
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