-65.8%
JOBY vs W
+21.5%
-87.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.0% | -6.9% | +0.7% |
| 7D | -0.6% | +8.4% | -9.0% | -3.2% |
| 30D | -12.6% | +16.5% | -29.1% | -16.8% |
| 3M | -36.6% | +6.4% | -43.1% | -38.2% |
| 6M | -43.0% | +90.5% | -133.5% | -54.5% |
| YTD | -61.7% | +23.1% | -84.8% | -66.3% |
| 1Y | -65.8% | +24.3% | -90.1% | -70.1% |
| All | -65.8% | +21.5% | -87.3% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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