-28.0%
JOBY vs WAB
+221.8%
-249.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.4% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -19.7% | -4.1% | -15.7% | -17.0% |
| 3M | -31.7% | +8.2% | -39.9% | -36.8% |
| 6M | -37.5% | +15.4% | -52.9% | -45.6% |
| YTD | -51.6% | +33.1% | -84.7% | -62.9% |
| 1Y | -53.3% | +48.1% | -101.4% | -67.3% |
| 3Y | -12.2% | +167.7% | -180.0% | -63.4% |
| All | -28.0% | +221.8% | -249.8% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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