+417.4%
WDC vs JOBY
-48.4%
+465.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +6.6% |
| 7D | +1.7% | -3.4% | +5.2% | +3.0% |
| 30D | -10.0% | -13.6% | +3.6% | -5.8% |
| 3M | -18.8% | -39.5% | +20.7% | -3.8% |
| 6M | +79.0% | -31.9% | +110.9% | +102.7% |
| YTD | +171.6% | -48.9% | +220.5% | +227.7% |
| 1Y | +417.4% | -48.5% | +465.9% | +558.9% |
| All | +417.4% | -48.4% | +465.8% | +558.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling