-39.1%
JOBY vs UPRO
+337.3%
-376.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.2% | -0.3% |
| 7D | -5.2% | -2.5% | -2.7% | -3.6% |
| 30D | -19.7% | -4.2% | -15.5% | -17.4% |
| 3M | -31.7% | +8.1% | -39.8% | -34.8% |
| 6M | -37.5% | +35.2% | -72.8% | -47.7% |
| YTD | -51.6% | +28.4% | -80.0% | -58.0% |
| 1Y | -53.3% | +39.3% | -92.5% | -61.2% |
| 3Y | -12.2% | +219.9% | -232.1% | -57.3% |
| 5Y | -31.3% | +142.8% | -174.1% | -63.1% |
| All | -39.1% | +337.3% | -376.5% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 10y: compounded portfolio wealth divided by compounded UPRO 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…
10y analysis · Full analysis span regression · 6 months rolling