+270.9%
WMB vs JOBY
-33.6%
+304.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -3.0% |
| 7D | -1.7% | -8.2% | +6.5% | -1.2% |
| 30D | +0.7% | -25.1% | +25.8% | +2.2% |
| 3M | +1.5% | -28.8% | +30.3% | +3.1% |
| 6M | +0.1% | -36.1% | +36.2% | +1.8% |
| YTD | +22.9% | -52.2% | +75.1% | +26.9% |
| 1Y | +27.9% | -52.4% | +80.3% | +31.3% |
| 3Y | +139.1% | -13.6% | +152.7% | +127.0% |
| 5Y | +270.9% | -32.2% | +303.1% | +241.0% |
| All | +270.9% | -33.6% | +304.6% | +241.0% |
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