-12.2%
JOBY vs WPM
+267.3%
-279.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.4% |
| 7D | -5.2% | -0.6% | -4.6% | -5.0% |
| 30D | -19.7% | +14.4% | -34.1% | -24.9% |
| 3M | -31.7% | +37.0% | -68.7% | -41.4% |
| 6M | -37.5% | +4.1% | -41.7% | -40.0% |
| YTD | -51.6% | +31.7% | -83.3% | -57.4% |
| 1Y | -53.3% | +44.2% | -97.5% | -60.3% |
| 3Y | -12.2% | +265.5% | -277.7% | -51.0% |
| All | -12.2% | +267.3% | -279.5% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling