-49.3%
MSTR vs JOBY
-65.4%
+16.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +5.0% | -14.2% | -11.8% |
| 7D | -8.7% | +4.3% | -13.0% | -10.8% |
| 30D | -21.4% | -8.3% | -13.1% | -18.4% |
| 3M | +31.4% | -32.1% | +63.5% | +57.8% |
| 6M | -30.8% | -38.9% | +8.1% | -17.3% |
| YTD | -14.9% | -59.8% | +44.9% | +23.5% |
| 1Y | -49.3% | -64.7% | +15.4% | -21.1% |
| All | -49.3% | -65.4% | +16.1% | -21.1% |
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