+916.1%
WDC vs JOBY
-32.0%
+948.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.2% |
| 7D | -4.3% | -5.2% | +0.9% | -3.4% |
| 30D | -1.5% | -19.7% | +18.2% | +2.8% |
| 3M | -15.5% | -31.7% | +16.2% | -9.3% |
| 6M | +66.5% | -37.5% | +104.0% | +81.0% |
| YTD | +159.9% | -51.6% | +211.4% | +194.0% |
| 1Y | +366.0% | -53.3% | +419.2% | +423.7% |
| 3Y | +1,285.8% | -12.2% | +1,298.0% | +1,189.3% |
| All | +916.1% | -32.0% | +948.1% | +753.3% |
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