+308.3%
WELL vs JOBY
-41.4%
+349.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.2% | -5.2% | +5.0% | 0.0% |
| 30D | +2.3% | -19.7% | +22.0% | +3.2% |
| 3M | +12.3% | -31.7% | +44.0% | +13.7% |
| 6M | +15.6% | -37.5% | +53.1% | +17.1% |
| YTD | +28.3% | -51.6% | +79.9% | +31.1% |
| 1Y | +41.9% | -53.3% | +95.2% | +44.6% |
| 3Y | +198.3% | -12.2% | +210.6% | +185.0% |
| 5Y | +206.4% | -31.3% | +237.7% | +181.1% |
| All | +308.3% | -41.4% | +349.7% | +272.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling