-28.0%
JOBY vs UEC
+198.6%
-226.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.2% | +6.4% | +3.0% |
| 7D | -5.2% | -9.4% | +4.3% | -2.1% |
| 30D | -19.7% | -8.0% | -11.7% | -18.2% |
| 3M | -31.7% | -1.7% | -30.0% | -31.7% |
| 6M | -37.5% | -26.1% | -11.4% | -32.4% |
| YTD | -51.6% | -10.5% | -41.1% | -50.7% |
| 1Y | -53.3% | -13.3% | -40.0% | -52.6% |
| 3Y | -12.2% | +116.4% | -128.6% | -37.2% |
| All | -28.0% | +198.6% | -226.6% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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