-65.8%
JOBY vs UPST
-48.7%
-17.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.4% | -5.3% | -0.2% |
| 7D | -0.6% | -3.1% | +2.6% | +0.6% |
| 30D | -12.6% | -4.0% | -8.6% | -11.2% |
| 3M | -36.6% | -22.9% | -13.7% | -29.1% |
| 6M | -43.0% | -27.1% | -15.9% | -35.1% |
| YTD | -61.7% | -46.5% | -15.2% | -50.0% |
| 1Y | -65.8% | -49.4% | -16.3% | -54.2% |
| All | -65.8% | -48.7% | -17.1% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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