-13.3%
JOBY vs WWD
+164.0%
-177.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -0.8% |
| 7D | -8.2% | -2.9% | -5.3% | -6.4% |
| 30D | -25.1% | -6.6% | -18.5% | -22.0% |
| 3M | -28.8% | -9.3% | -19.5% | -25.1% |
| 6M | -36.1% | -13.6% | -22.5% | -31.1% |
| YTD | -52.2% | +10.4% | -62.6% | -56.9% |
| 1Y | -52.4% | +39.9% | -92.3% | -64.0% |
| All | -13.3% | +164.0% | -177.4% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling