+19.5%
WMB vs JOBY
-68.1%
+87.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | -0.7% |
| 7D | +7.8% | -14.3% | +22.2% | +7.2% |
| 30D | -5.1% | +10.2% | -15.3% | -4.7% |
| 3M | -4.7% | -38.5% | +33.8% | -6.0% |
| 6M | -7.4% | -54.1% | +46.7% | -9.1% |
| YTD | +17.5% | -61.5% | +79.0% | +15.7% |
| 1Y | +19.5% | -65.7% | +85.1% | +19.1% |
| All | +19.5% | -68.1% | +87.5% | +19.1% |
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