+366.0%
WDC vs JOBY
-52.0%
+417.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.5% |
| 7D | -4.3% | -5.2% | +0.9% | -2.5% |
| 30D | -1.5% | -19.7% | +18.2% | +6.7% |
| 3M | -15.5% | -31.7% | +16.2% | -3.7% |
| 6M | +66.5% | -37.5% | +104.0% | +93.9% |
| YTD | +159.9% | -51.6% | +211.4% | +219.6% |
| 1Y | +366.0% | -53.3% | +419.2% | +491.6% |
| All | +366.0% | -52.0% | +417.9% | +491.6% |
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