-12.2%
JOBY vs WCN
+18.4%
-30.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -5.2% | -3.1% | -2.1% | -5.2% |
| 30D | -19.7% | -3.4% | -16.3% | -19.7% |
| 3M | -31.7% | +3.0% | -34.7% | -32.5% |
| 6M | -37.5% | -3.8% | -33.8% | -37.1% |
| YTD | -51.6% | -8.3% | -43.3% | -50.5% |
| 1Y | -53.3% | -9.7% | -43.5% | -52.0% |
| 3Y | -12.2% | +17.2% | -29.4% | -30.5% |
| All | -12.2% | +18.4% | -30.6% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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