-38.9%
JOBY vs UEC
+1,174.7%
-1,213.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.7% | -5.5% |
| 7D | -5.9% | -0.2% | -5.7% | -5.8% |
| 30D | -27.1% | +1.9% | -29.1% | -27.9% |
| 3M | -30.7% | +8.9% | -39.7% | -32.7% |
| 6M | -36.1% | -14.5% | -21.6% | -34.3% |
| YTD | -51.4% | -0.7% | -50.7% | -51.7% |
| 1Y | -52.2% | -4.1% | -48.1% | -52.6% |
| 3Y | -12.1% | +148.9% | -161.0% | -33.8% |
| 5Y | -31.1% | +300.0% | -331.1% | -55.2% |
| All | -38.9% | +1,174.7% | -1,213.6% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling