+1,445.8%
WDC vs JOBY
-41.1%
+1,486.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.1% | +7.2% | +2.2% |
| 7D | +7.5% | -5.9% | +13.3% | +8.6% |
| 30D | +10.1% | -27.1% | +37.2% | +16.6% |
| 3M | -6.8% | -30.7% | +23.9% | -0.4% |
| 6M | +84.1% | -36.1% | +120.2% | +98.7% |
| YTD | +180.3% | -51.4% | +231.6% | +215.3% |
| 1Y | +411.1% | -52.2% | +463.2% | +469.7% |
| 3Y | +1,375.0% | -12.1% | +1,387.1% | +1,277.0% |
| 5Y | +991.6% | -31.1% | +1,022.7% | +839.7% |
| All | +1,445.8% | -41.1% | +1,486.9% | +1,288.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling