-12.2%
JOBY vs WAT
+54.7%
-66.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.6% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -19.7% | -1.9% | -17.8% | -19.2% |
| 3M | -31.7% | +13.5% | -45.2% | -35.0% |
| 6M | -37.5% | +37.2% | -74.8% | -44.8% |
| YTD | -51.6% | +7.5% | -59.1% | -53.3% |
| 1Y | -53.3% | +35.0% | -88.3% | -58.8% |
| 3Y | -12.2% | +55.1% | -67.3% | -34.7% |
| All | -12.2% | +54.7% | -66.9% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling