+311.1%
WELL vs JOBY
-37.2%
+348.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -1.3% | +2.2% | -3.6% | -1.4% |
| 30D | +0.5% | -20.8% | +21.4% | +1.4% |
| 3M | +19.1% | -29.5% | +48.6% | +20.4% |
| 6M | +17.0% | -28.4% | +45.3% | +17.8% |
| YTD | +29.2% | -48.2% | +77.4% | +31.7% |
| 1Y | +42.1% | -49.1% | +91.2% | +44.4% |
| 3Y | +204.5% | -6.3% | +210.9% | +190.3% |
| 5Y | +211.0% | -27.2% | +238.2% | +184.7% |
| All | +311.1% | -37.2% | +348.3% | +274.3% |
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 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