+314.2%
WFC vs JOBY
-37.2%
+351.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.4% |
| 7D | +1.1% | +2.2% | -1.2% | +0.9% |
| 30D | +0.8% | -20.8% | +21.6% | +2.8% |
| 3M | +9.3% | -29.5% | +38.8% | +12.1% |
| 6M | +10.6% | -28.4% | +39.0% | +12.6% |
| YTD | -4.1% | -48.2% | +44.1% | +0.2% |
| 1Y | +13.6% | -49.1% | +62.6% | +18.1% |
| 3Y | +130.7% | -6.3% | +137.0% | +115.7% |
| 5Y | +126.7% | -27.2% | +154.0% | +102.7% |
| All | +314.2% | -37.2% | +351.4% | +282.9% |
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