-6.3%
JOBY vs URI
+126.5%
-132.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.2% |
| 7D | +2.2% | +2.5% | -0.3% | +0.6% |
| 30D | -20.8% | -12.5% | -8.3% | -14.2% |
| 3M | -29.5% | -6.2% | -23.3% | -27.4% |
| 6M | -28.4% | +25.9% | -54.2% | -41.8% |
| YTD | -48.2% | +26.2% | -74.4% | -58.0% |
| 1Y | -49.1% | +5.5% | -54.6% | -52.4% |
| 3Y | -6.3% | +125.0% | -131.3% | -53.8% |
| All | -6.3% | +126.5% | -132.8% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling