-38.9%
JOBY vs WEC
+23.7%
-62.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -6.1% |
| 7D | -5.9% | +0.4% | -6.3% | -5.9% |
| 30D | -27.1% | +0.9% | -28.0% | -27.2% |
| 3M | -30.7% | -5.3% | -25.4% | -30.6% |
| 6M | -36.1% | -6.6% | -29.5% | -35.9% |
| YTD | -51.4% | +3.3% | -54.6% | -51.9% |
| 1Y | -52.2% | +2.1% | -54.2% | -52.6% |
| 3Y | -12.1% | +39.6% | -51.6% | -17.6% |
| 5Y | -31.1% | +31.2% | -62.3% | -33.4% |
| All | -38.9% | +23.7% | -62.6% | -33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling