-54.1%
JOBY vs WST
+34.3%
-88.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.3% |
| 7D | -14.3% | +4.2% | -18.6% | -15.5% |
| 30D | +10.2% | +11.2% | -1.0% | +6.4% |
| 3M | -38.5% | +20.4% | -58.9% | -42.6% |
| 6M | -54.1% | +37.9% | -92.0% | -60.9% |
| All | -54.1% | +34.3% | -88.4% | -60.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling