+678.6%
MPC vs JOBY
-30.0%
+708.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +2.2% |
| 7D | +3.9% | +2.2% | +1.6% | +3.7% |
| 30D | +33.8% | -20.8% | +54.6% | +35.1% |
| 3M | +49.9% | -29.5% | +79.3% | +51.9% |
| 6M | +80.9% | -28.4% | +109.3% | +82.6% |
| YTD | +147.4% | -48.2% | +195.6% | +153.6% |
| 1Y | +123.2% | -49.1% | +172.3% | +128.2% |
| 3Y | +171.7% | -6.3% | +178.0% | +160.2% |
| 5Y | +678.6% | -27.2% | +705.8% | +668.1% |
| All | +678.6% | -30.0% | +708.6% | +668.1% |
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 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