+2,396.1%
MUU vs JOBY
+15.1%
+2,380.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.8% |
| 7D | -8.2% | -5.2% | -3.0% | -5.6% |
| 30D | +10.2% | -19.7% | +29.9% | +25.2% |
| 3M | -26.5% | -31.7% | +5.2% | -6.2% |
| 6M | +227.2% | -37.5% | +264.8% | +351.7% |
| YTD | +527.4% | -51.6% | +579.0% | +853.7% |
| 1Y | +1,843.7% | -53.3% | +1,897.0% | +2,798.8% |
| All | +2,396.1% | +15.1% | +2,380.9% | +2,375.9% |
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 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