-65.8%
JOBY vs NWSA
+18.2%
-84.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.7% | +0.4% | +4.0% |
| 7D | -0.6% | +4.3% | -4.9% | -0.7% |
| 30D | -12.6% | +5.6% | -18.2% | -12.8% |
| 3M | -36.6% | +7.3% | -43.9% | -36.8% |
| 6M | -43.0% | +18.8% | -61.9% | -44.4% |
| YTD | -61.7% | +17.9% | -79.6% | -62.5% |
| 1Y | -65.8% | +19.3% | -85.1% | -66.8% |
| All | -65.8% | +18.2% | -84.0% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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