-32.2%
JOBY vs UPRO
+128.3%
-160.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.5% |
| 7D | -8.2% | -6.0% | -2.1% | -4.3% |
| 30D | -25.1% | -5.8% | -19.3% | -22.0% |
| 3M | -28.8% | +10.8% | -39.6% | -33.1% |
| 6M | -36.1% | +31.6% | -67.7% | -45.7% |
| YTD | -52.2% | +25.4% | -77.6% | -58.0% |
| 1Y | -52.4% | +39.2% | -91.7% | -60.6% |
| 3Y | -13.6% | +218.5% | -232.1% | -58.7% |
| 5Y | -32.2% | +137.1% | -169.2% | -62.7% |
| All | -32.2% | +128.3% | -160.5% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling