+27.4%
WMT vs JOBY
-67.8%
+95.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.7% | +3.6% |
| 7D | +8.8% | -0.6% | +9.3% | +8.7% |
| 30D | +22.9% | -12.6% | +35.6% | +22.4% |
| 3M | +16.1% | -36.6% | +52.7% | +14.3% |
| 6M | -0.5% | -43.0% | +42.5% | -2.2% |
| YTD | +16.7% | -61.7% | +78.4% | +14.5% |
| 1Y | +27.4% | -65.8% | +93.2% | +25.1% |
| All | +27.4% | -67.8% | +95.2% | +25.1% |
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