-65.8%
JOBY vs WU
-18.0%
-47.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.4% | -1.3% | +3.2% |
| 7D | -0.6% | +8.2% | -8.8% | -1.8% |
| 30D | -12.6% | +8.0% | -20.7% | -13.7% |
| 3M | -36.6% | -6.6% | -30.0% | -36.2% |
| 6M | -43.0% | -23.3% | -19.7% | -41.9% |
| YTD | -61.7% | -22.4% | -39.3% | -61.2% |
| 1Y | -65.8% | -18.0% | -47.8% | -65.1% |
| All | -65.8% | -18.0% | -47.8% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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