+564.6%
MPC vs JOBY
-36.5%
+601.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.1% |
| 7D | -8.8% | +22.1% | -30.9% | -9.6% |
| 30D | -14.4% | +8.8% | -23.2% | -14.7% |
| 3M | +21.9% | -32.8% | +54.7% | +23.9% |
| 6M | +60.1% | -45.5% | +105.7% | +63.8% |
| YTD | +142.3% | -55.2% | +197.5% | +149.5% |
| 1Y | +101.7% | -62.5% | +164.2% | +109.4% |
| 3Y | +184.8% | +14.1% | +170.7% | +170.8% |
| 5Y | +564.6% | -35.9% | +600.5% | +555.7% |
| All | +564.6% | -36.5% | +601.2% | +555.7% |
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