-32.2%
JOBY vs BBWI
-69.5%
+37.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | -8.2% | -8.0% | -0.1% | -5.2% |
| 30D | -25.1% | -6.6% | -18.4% | -23.6% |
| 3M | -28.8% | -2.7% | -26.1% | -29.5% |
| 6M | -36.1% | -12.8% | -23.4% | -34.7% |
| YTD | -52.2% | -10.5% | -41.7% | -52.0% |
| 1Y | -52.4% | -35.3% | -17.1% | -46.5% |
| 3Y | -13.6% | -47.7% | +34.2% | -1.4% |
| 5Y | -32.2% | -68.9% | +36.7% | +9.9% |
| All | -32.2% | -69.5% | +37.3% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling