+7.0%
WMT vs JOBY
-48.4%
+55.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -1.2% |
| 7D | +3.9% | -3.4% | +7.4% | +3.8% |
| 30D | -4.4% | -13.6% | +9.2% | -4.7% |
| 3M | -8.8% | -39.5% | +30.7% | -9.2% |
| 6M | -15.6% | -31.9% | +16.2% | -16.0% |
| YTD | -3.2% | -48.9% | +45.7% | -3.7% |
| 1Y | +7.0% | -48.5% | +55.6% | +9.4% |
| All | +7.0% | -48.4% | +55.4% | +9.4% |
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