+9.0%
MSFT vs JOBY
-67.8%
+76.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.1% | +2.6% | +6.0% |
| 7D | +4.7% | -0.6% | +5.3% | +4.8% |
| 30D | +5.8% | -12.6% | +18.5% | +8.1% |
| 3M | +13.0% | -36.6% | +49.6% | +21.8% |
| 6M | +34.9% | -43.0% | +77.9% | +44.7% |
| YTD | +15.7% | -61.7% | +77.4% | +32.2% |
| 1Y | +9.0% | -65.8% | +74.7% | +25.9% |
| All | +9.0% | -67.8% | +76.8% | +25.9% |
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