+5.3%
WMT vs JOBY
-52.0%
+57.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.4% |
| 7D | 0.0% | -5.2% | +5.2% | -0.1% |
| 30D | -7.4% | -19.7% | +12.3% | -7.9% |
| 3M | -10.9% | -31.7% | +20.9% | -11.3% |
| 6M | -12.7% | -37.5% | +24.9% | -13.2% |
| YTD | -3.2% | -51.6% | +48.4% | -3.9% |
| 1Y | +5.3% | -53.3% | +58.6% | +6.1% |
| All | +5.3% | -52.0% | +57.2% | +6.1% |
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