-48.5%
JOBY vs NWSA
+5.5%
-54.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.7% |
| 7D | -3.4% | -1.9% | -1.6% | -3.2% |
| 30D | -13.6% | +4.6% | -18.2% | -14.1% |
| 3M | -39.5% | +13.2% | -52.7% | -40.9% |
| 6M | -31.9% | +27.0% | -58.8% | -35.9% |
| YTD | -48.9% | +16.8% | -65.8% | -50.6% |
| 1Y | -48.5% | +4.5% | -53.1% | -48.8% |
| All | -48.5% | +5.5% | -54.1% | -48.8% |
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