-65.8%
JOBY vs WPM
+38.8%
-104.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +12.0% | -7.9% | -2.2% |
| 7D | -0.6% | +3.9% | -4.5% | -2.9% |
| 30D | -12.6% | -3.5% | -9.1% | -11.4% |
| 3M | -36.6% | +14.1% | -50.7% | -43.2% |
| 6M | -43.0% | +6.2% | -49.2% | -46.3% |
| YTD | -61.7% | +12.4% | -74.1% | -67.7% |
| 1Y | -65.8% | +40.0% | -105.7% | -77.1% |
| All | -65.8% | +38.8% | -104.6% | -77.1% |
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