-59.4%
MSTR vs JOBY
-55.3%
-4.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.3% | -0.1% |
| 7D | +7.7% | -5.9% | +13.6% | +10.6% |
| 30D | +36.3% | -27.1% | +63.5% | +56.4% |
| 3M | +13.4% | -30.7% | +44.1% | +31.4% |
| 6M | -4.5% | -36.1% | +31.6% | +12.0% |
| YTD | -12.7% | -51.4% | +38.7% | +12.5% |
| All | -59.4% | -55.3% | -4.1% | -46.7% |
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 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