-48.5%
JOBY vs WSM
+19.9%
-68.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -3.0% |
| 7D | -3.4% | -3.3% | -0.2% | -1.7% |
| 30D | -13.6% | -8.4% | -5.2% | -9.5% |
| 3M | -39.5% | +9.7% | -49.2% | -42.9% |
| 6M | -31.9% | +16.7% | -48.5% | -38.4% |
| YTD | -48.9% | +28.7% | -77.6% | -55.9% |
| 1Y | -48.5% | +13.7% | -62.2% | -53.9% |
| All | -48.5% | +19.9% | -68.4% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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