-48.5%
JOBY vs WPM
+53.7%
-102.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.3% |
| 7D | -3.4% | +1.1% | -4.5% | -4.1% |
| 30D | -13.6% | +26.4% | -39.9% | -25.2% |
| 3M | -39.5% | +20.8% | -60.3% | -46.4% |
| 6M | -31.9% | +1.1% | -33.0% | -34.5% |
| YTD | -48.9% | +32.5% | -81.4% | -58.0% |
| 1Y | -48.5% | +51.5% | -100.1% | -60.6% |
| All | -48.5% | +53.7% | -102.3% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling