+120.8%
WFC vs JOBY
-32.9%
+153.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.7% |
| 1Y | +13.8% | -52.4% | +66.2% | +19.2% |
| 3Y | +134.6% | -13.6% | +148.2% | +119.7% |
| All | +120.8% | -32.9% | +153.7% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling