+179.1%
MS vs JOBY
-5.7%
+184.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | +2.5% | +2.2% | +0.2% | +2.2% |
| 30D | 0.0% | -20.8% | +20.8% | +3.0% |
| 3M | +2.4% | -29.5% | +31.9% | +6.6% |
| 6M | +36.4% | -28.4% | +64.8% | +40.7% |
| YTD | +23.8% | -48.2% | +72.0% | +32.3% |
| 1Y | +48.6% | -49.1% | +97.7% | +57.6% |
| 3Y | +179.1% | -6.3% | +185.4% | +157.2% |
| All | +179.1% | -5.7% | +184.8% | +157.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling