-38.9%
JOBY vs WU
-50.0%
+11.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -5.8% |
| 7D | -5.9% | -4.9% | -0.9% | -4.0% |
| 30D | -27.1% | -1.3% | -25.8% | -26.8% |
| 3M | -30.7% | -3.6% | -27.2% | -31.4% |
| 6M | -36.1% | -24.3% | -11.7% | -29.5% |
| YTD | -51.4% | -21.1% | -30.3% | -47.7% |
| 1Y | -52.2% | -10.3% | -41.8% | -52.0% |
| 3Y | -12.1% | -28.4% | +16.3% | -2.7% |
| 5Y | -31.1% | -51.2% | +20.1% | -19.4% |
| All | -38.9% | -50.0% | +11.1% | -26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling