-39.1%
JOBY vs URI
+401.2%
-440.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -2.1% | -3.1% | -4.0% |
| 30D | -19.7% | -12.4% | -7.3% | -13.1% |
| 3M | -31.7% | -7.3% | -24.5% | -29.3% |
| 6M | -37.5% | +27.2% | -64.7% | -49.6% |
| YTD | -51.6% | +23.0% | -74.5% | -60.0% |
| 1Y | -53.3% | +3.9% | -57.2% | -56.4% |
| 3Y | -12.2% | +121.6% | -133.9% | -51.6% |
| 5Y | -31.3% | +201.1% | -232.3% | -69.4% |
| All | -39.1% | +401.2% | -440.3% | -74.6% |
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