+198.5%
WELL vs JOBY
-14.6%
+213.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | -2.2% | -8.2% | +5.9% | -2.1% |
| 30D | +4.7% | -25.1% | +29.7% | +5.1% |
| 3M | +11.9% | -28.8% | +40.7% | +12.4% |
| 6M | +14.3% | -36.1% | +50.4% | +14.8% |
| YTD | +28.4% | -52.2% | +80.6% | +29.6% |
| 1Y | +42.3% | -52.4% | +94.7% | +43.3% |
| All | +198.5% | -14.6% | +213.1% | +191.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling