-53.9%
JOBY vs URA
+11.6%
-65.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | +1.7% |
| 7D | -8.2% | -1.5% | -6.6% | -7.0% |
| 30D | -25.1% | -0.4% | -24.7% | -25.4% |
| 3M | -28.8% | +6.3% | -35.0% | -32.8% |
| 6M | -36.1% | -14.0% | -22.2% | -27.8% |
| YTD | -52.2% | +5.3% | -57.5% | -55.5% |
| All | -53.9% | +11.6% | -65.5% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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