-36.1%
JOBY vs WAB
+16.6%
-52.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.4% | -4.7% | -5.5% |
| 7D | -5.9% | +0.2% | -6.1% | -5.9% |
| 30D | -27.1% | -4.6% | -22.6% | -25.6% |
| 3M | -30.7% | +5.6% | -36.4% | -32.5% |
| 6M | -36.1% | +13.8% | -49.9% | -41.5% |
| All | -36.1% | +16.6% | -52.7% | -41.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling