+504.3%
MUU vs JOBY
-67.8%
+572.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.1% | -18.1% | -18.3% |
| 7D | -35.9% | -0.6% | -35.3% | -35.6% |
| 30D | -47.1% | -12.6% | -34.5% | -39.2% |
| 3M | -29.8% | -36.6% | +6.8% | +9.7% |
| 6M | +16.0% | -43.0% | +59.0% | +130.5% |
| YTD | +286.1% | -61.7% | +347.8% | +862.7% |
| 1Y | +504.3% | -65.8% | +570.1% | +1,502.3% |
| All | +504.3% | -67.8% | +572.2% | +1,502.3% |
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