-32.2%
JOBY vs W
-63.9%
+31.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -0.8% |
| 7D | -8.2% | +0.5% | -8.6% | -8.3% |
| 30D | -25.1% | -5.6% | -19.5% | -23.7% |
| 3M | -28.8% | +41.9% | -70.7% | -38.6% |
| 6M | -36.1% | +30.2% | -66.4% | -43.9% |
| YTD | -52.2% | -2.9% | -49.2% | -53.9% |
| 1Y | -52.4% | +11.6% | -64.0% | -57.5% |
| 3Y | -13.6% | +37.0% | -50.5% | -35.4% |
| 5Y | -32.2% | -62.8% | +30.7% | -25.5% |
| All | -32.2% | -63.9% | +31.7% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling