-35.8%
JOBY vs UPRO
+348.7%
-384.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.1% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -13.6% | -0.9% | -12.7% | -13.0% |
| 3M | -39.5% | +1.9% | -41.4% | -39.7% |
| 6M | -31.9% | +33.1% | -65.0% | -42.4% |
| YTD | -48.9% | +31.8% | -80.7% | -56.4% |
| 1Y | -48.5% | +48.3% | -96.8% | -58.8% |
| 3Y | -8.0% | +221.5% | -229.5% | -55.5% |
| 5Y | -33.7% | +136.7% | -170.4% | -64.1% |
| All | -35.8% | +348.7% | -384.6% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling