-65.8%
JOBY vs BBWI
+2.4%
-68.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.1% | 0.0% | +3.3% |
| 7D | -0.6% | +8.8% | -9.4% | -2.3% |
| 30D | -12.6% | +34.8% | -47.5% | -18.0% |
| 3M | -36.6% | +12.9% | -49.6% | -38.4% |
| 6M | -43.0% | +29.6% | -72.6% | -46.8% |
| YTD | -61.7% | +20.8% | -82.5% | -63.5% |
| 1Y | -65.8% | +4.1% | -69.9% | -66.8% |
| All | -65.8% | +2.4% | -68.2% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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