-39.1%
JOBY vs WY
-7.1%
-32.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +1.0% |
| 7D | -5.2% | -4.2% | -1.0% | -2.1% |
| 30D | -19.7% | -10.1% | -9.6% | -13.0% |
| 3M | -31.7% | -8.5% | -23.2% | -28.4% |
| 6M | -37.5% | -3.3% | -34.2% | -37.8% |
| YTD | -51.6% | -4.4% | -47.2% | -51.8% |
| 1Y | -53.3% | -11.5% | -41.8% | -51.0% |
| 3Y | -12.2% | -24.3% | +12.1% | +4.3% |
| 5Y | -31.3% | -21.3% | -10.0% | -17.2% |
| All | -39.1% | -7.1% | -32.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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