+132.8%
WFC vs JOBY
-14.6%
+147.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.1% |
| 7D | +0.3% | -8.2% | +8.4% | +1.0% |
| 30D | +2.3% | -25.1% | +27.3% | +4.9% |
| 3M | +9.8% | -28.8% | +38.5% | +12.6% |
| 6M | +15.6% | -36.1% | +51.7% | +18.9% |
| YTD | -2.4% | -52.2% | +49.8% | +2.9% |
| 1Y | +13.8% | -52.4% | +66.2% | +19.4% |
| All | +132.8% | -14.6% | +147.4% | +120.6% |
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 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