+32.9%
WMB vs JOBY
-48.4%
+81.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.1% |
| 7D | +0.6% | -3.4% | +4.0% | +0.5% |
| 30D | +3.3% | -13.6% | +16.8% | +3.1% |
| 3M | +3.1% | -39.5% | +42.6% | +2.9% |
| 6M | -0.7% | -31.9% | +31.1% | -0.8% |
| YTD | +25.2% | -48.9% | +74.1% | +25.8% |
| 1Y | +32.9% | -48.5% | +81.4% | +37.5% |
| All | +32.9% | -48.4% | +81.2% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling