-34.9%
JOBY vs WING
-6.7%
-28.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +2.2% | -0.1% | +2.4% | +2.3% |
| 30D | -20.8% | -6.0% | -14.8% | -20.0% |
| 3M | -29.5% | -23.5% | -6.0% | -25.4% |
| 6M | -28.4% | -52.0% | +23.6% | -14.1% |
| YTD | -48.2% | -53.8% | +5.6% | -37.7% |
| 1Y | -49.1% | -63.8% | +14.7% | -35.0% |
| 3Y | -6.3% | -30.8% | +24.5% | -14.1% |
| 5Y | -27.2% | -34.3% | +7.0% | -39.1% |
| All | -34.9% | -6.7% | -28.1% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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