-13.3%
JOBY vs W
+34.3%
-47.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -0.7% |
| 7D | -8.2% | +0.5% | -8.6% | -8.4% |
| 30D | -25.1% | -5.6% | -19.5% | -23.6% |
| 3M | -28.8% | +41.9% | -70.7% | -39.6% |
| 6M | -36.1% | +30.2% | -66.4% | -44.7% |
| YTD | -52.2% | -2.9% | -49.2% | -54.1% |
| 1Y | -52.4% | +11.6% | -64.0% | -58.2% |
| All | -13.3% | +34.3% | -47.7% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling