-30.6%
WDAY vs JOBY
-32.0%
+1.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.2% |
| 7D | -5.2% | -5.2% | 0.0% | -4.6% |
| 30D | +5.9% | -19.7% | +25.7% | +8.7% |
| 3M | +42.3% | -31.7% | +74.0% | +47.9% |
| 6M | +34.7% | -37.5% | +72.3% | +40.2% |
| YTD | -13.5% | -51.6% | +38.1% | -7.5% |
| 1Y | -18.1% | -53.3% | +35.2% | -13.0% |
| 3Y | -26.4% | -12.2% | -14.1% | -33.6% |
| All | -30.6% | -32.0% | +1.4% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling