+101.9%
WMT vs JOBY
-13.5%
+115.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +0.1% |
| 30D | -7.4% | -19.7% | +12.3% | -7.0% |
| 3M | -10.9% | -31.7% | +20.9% | -10.2% |
| 6M | -12.7% | -37.5% | +24.9% | -12.0% |
| YTD | -3.2% | -51.6% | +48.4% | -1.9% |
| 1Y | +5.3% | -53.3% | +58.6% | +6.5% |
| 3Y | +101.9% | -12.2% | +114.1% | +92.5% |
| All | +101.9% | -13.5% | +115.4% | +92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling