+26.2%
WBD vs JOBY
-41.1%
+67.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | +0.4% |
| 7D | -1.7% | -5.9% | +4.2% | -0.7% |
| 30D | +3.9% | -27.1% | +31.0% | +9.7% |
| 3M | +5.1% | -30.7% | +35.8% | +11.1% |
| 6M | +0.6% | -36.1% | +36.6% | +6.5% |
| YTD | -3.2% | -51.4% | +48.2% | +6.9% |
| 1Y | +127.7% | -52.2% | +179.8% | +147.3% |
| 3Y | +146.6% | -12.1% | +158.6% | +116.6% |
| 5Y | +4.2% | -31.1% | +35.3% | -17.1% |
| All | +26.2% | -41.1% | +67.3% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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