-49.1%
JOBY vs URI
+478.2%
-527.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.0% | -8.2% | -8.6% |
| 7D | +0.8% | +9.3% | -8.6% | -4.6% |
| 30D | +7.9% | +7.6% | +0.3% | +2.4% |
| 3M | -32.9% | +1.0% | -34.0% | -34.2% |
| 6M | -49.1% | +19.8% | -68.9% | -55.9% |
| YTD | -59.5% | +41.9% | -101.4% | -69.7% |
| 1Y | -67.2% | +33.4% | -100.6% | -74.3% |
| 3Y | +2.9% | +156.0% | -153.1% | -48.6% |
| 5Y | -41.3% | +209.5% | -250.8% | -75.1% |
| All | -49.1% | +478.2% | -527.3% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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