+1,175.8%
MPC vs JOBY
-37.2%
+1,213.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +35.3% |
| 3M | +49.9% | -29.5% | +79.3% | +52.2% |
| 6M | +80.9% | -28.4% | +109.3% | +82.8% |
| YTD | +147.4% | -48.2% | +195.6% | +154.2% |
| 1Y | +123.2% | -49.1% | +172.3% | +128.7% |
| 3Y | +171.7% | -6.3% | +178.0% | +159.0% |
| 5Y | +678.6% | -27.2% | +705.8% | +640.2% |
| All | +1,175.8% | -37.2% | +1,213.0% | +1,017.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling