-39.1%
JOBY vs WWD
+259.5%
-298.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.4% |
| 7D | -5.2% | -2.6% | -2.6% | -3.7% |
| 30D | -19.7% | -6.9% | -12.8% | -16.3% |
| 3M | -31.7% | -13.0% | -18.7% | -26.4% |
| 6M | -37.5% | -12.5% | -25.1% | -33.4% |
| YTD | -51.6% | +11.8% | -63.4% | -56.0% |
| 1Y | -53.3% | +41.1% | -94.3% | -63.6% |
| 3Y | -12.2% | +163.1% | -175.3% | -53.7% |
| 5Y | -31.3% | +187.6% | -218.9% | -66.3% |
| All | -39.1% | +259.5% | -298.6% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling