+17.1%
MS vs JOBY
-62.2%
+79.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -1.7% | +16.4% | -18.2% | -4.7% |
| 30D | +0.9% | +14.4% | -13.5% | -1.9% |
| 3M | -10.8% | -30.2% | +19.3% | -4.8% |
| 6M | +0.9% | -45.3% | +46.2% | +11.6% |
| YTD | +9.8% | -55.5% | +65.3% | +24.5% |
| 1Y | +17.1% | -64.0% | +81.1% | +39.6% |
| All | +17.1% | -62.2% | +79.3% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling