-53.3%
JOBY vs BBWI
-31.4%
-21.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.4% | -5.2% | 0.0% |
| 7D | -5.2% | -4.8% | -0.4% | -4.3% |
| 30D | -19.7% | +3.5% | -23.2% | -20.6% |
| 3M | -31.7% | -0.3% | -31.4% | -32.3% |
| 6M | -37.5% | -5.4% | -32.2% | -37.7% |
| YTD | -51.6% | -4.7% | -46.9% | -51.3% |
| 1Y | -53.3% | -30.5% | -22.8% | -56.1% |
| All | -53.3% | -31.4% | -21.9% | -56.1% |
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