-48.5%
JOBY vs WAT
+41.4%
-90.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -3.4% | -1.3% | -2.2% | -3.0% |
| 30D | -13.6% | +2.3% | -15.9% | -14.3% |
| 3M | -39.5% | +8.7% | -48.2% | -41.1% |
| 6M | -31.9% | +28.3% | -60.2% | -37.1% |
| YTD | -48.9% | +7.8% | -56.7% | -50.5% |
| 1Y | -48.5% | +36.6% | -85.2% | -48.6% |
| All | -48.5% | +41.4% | -90.0% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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