-34.9%
JOBY vs WPM
+245.4%
-280.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +2.2% | +7.0% | -4.8% | -0.1% |
| 30D | -20.8% | +15.7% | -36.6% | -25.1% |
| 3M | -29.5% | +35.2% | -64.7% | -36.9% |
| 6M | -28.4% | +6.1% | -34.5% | -30.8% |
| YTD | -48.2% | +32.6% | -80.7% | -53.0% |
| 1Y | -49.1% | +46.9% | -96.0% | -55.1% |
| 3Y | -6.3% | +276.3% | -282.6% | -36.8% |
| 5Y | -27.2% | +260.0% | -287.2% | -52.0% |
| All | -34.9% | +245.4% | -280.3% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling