+26.7%
WMB vs JOBY
-52.0%
+78.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.2% | +0.1% |
| 7D | -1.8% | -5.2% | +3.4% | -1.8% |
| 30D | -1.2% | -19.7% | +18.6% | -1.4% |
| 3M | +2.5% | -31.7% | +34.2% | +2.1% |
| 6M | -0.7% | -37.5% | +36.9% | -0.7% |
| YTD | +23.0% | -51.6% | +74.6% | +23.6% |
| 1Y | +26.7% | -53.3% | +80.0% | +29.4% |
| All | +26.7% | -52.0% | +78.6% | +29.4% |
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