-26.6%
WDAY vs JOBY
-14.6%
-12.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | -10.5% | -8.2% | -2.4% | -10.0% |
| 30D | +2.1% | -25.1% | +27.2% | +4.3% |
| 3M | +34.6% | -28.8% | +63.4% | +37.6% |
| 6M | +29.9% | -36.1% | +66.0% | +33.2% |
| YTD | -13.8% | -52.2% | +38.4% | -9.6% |
| 1Y | -18.3% | -52.4% | +34.1% | -14.9% |
| All | -26.6% | -14.6% | -12.0% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling