-36.1%
JOBY vs WSM
+20.4%
-56.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -0.8% |
| 7D | -8.2% | +0.4% | -8.6% | -8.4% |
| 30D | -25.1% | -10.7% | -14.3% | -20.2% |
| 3M | -28.8% | +8.5% | -37.3% | -33.1% |
| 6M | -36.1% | +19.6% | -55.8% | -44.0% |
| All | -36.1% | +20.4% | -56.5% | -44.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling