-65.8%
JOBY vs WST
+47.3%
-113.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.7% | +4.0% |
| 7D | -0.6% | +1.3% | -1.9% | -1.0% |
| 30D | -12.6% | +8.5% | -21.1% | -14.9% |
| 3M | -36.6% | +17.2% | -53.8% | -40.0% |
| 6M | -43.0% | +36.3% | -79.3% | -49.0% |
| YTD | -61.7% | +48.9% | -110.7% | -68.0% |
| 1Y | -65.8% | +42.9% | -108.7% | -70.3% |
| All | -65.8% | +47.3% | -113.1% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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