-34.9%
JOBY vs WAT
+75.2%
-110.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.1% |
| 7D | +2.2% | -0.7% | +3.0% | +2.5% |
| 30D | -20.8% | -1.0% | -19.9% | -20.5% |
| 3M | -29.5% | +10.9% | -40.4% | -32.5% |
| 6M | -28.4% | +33.2% | -61.6% | -36.8% |
| YTD | -48.2% | +6.1% | -54.3% | -49.9% |
| 1Y | -49.1% | +30.2% | -79.3% | -55.2% |
| 3Y | -6.3% | +52.9% | -59.2% | -27.5% |
| 5Y | -27.2% | -5.1% | -22.1% | -37.7% |
| All | -34.9% | +75.2% | -110.1% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling