-48.5%
JOBY vs UMC
+209.4%
-258.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -3.3% |
| 7D | -3.4% | +5.0% | -8.4% | -5.0% |
| 30D | -13.6% | +7.7% | -21.3% | -15.9% |
| 3M | -39.5% | +1.7% | -41.2% | -40.8% |
| 6M | -31.9% | +113.9% | -145.8% | -42.4% |
| YTD | -48.9% | +168.9% | -217.8% | -57.2% |
| 1Y | -48.5% | +207.2% | -255.8% | -56.5% |
| All | -48.5% | +209.4% | -258.0% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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