-12.2%
JOBY vs WEC
+39.2%
-51.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -0.6% | -4.6% | -5.1% |
| 30D | -19.7% | -2.6% | -17.1% | -19.6% |
| 3M | -31.7% | -6.0% | -25.7% | -31.6% |
| 6M | -37.5% | -5.4% | -32.1% | -37.6% |
| YTD | -51.6% | +2.5% | -54.1% | -52.9% |
| 1Y | -53.3% | -0.7% | -52.6% | -53.9% |
| 3Y | -12.2% | +38.7% | -51.0% | -30.1% |
| All | -12.2% | +39.2% | -51.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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