-31.1%
JOBY vs URI
+215.5%
-246.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.3% | -7.5% | -7.0% |
| 7D | -5.9% | +5.0% | -10.9% | -8.9% |
| 30D | -27.1% | -9.4% | -17.7% | -22.5% |
| 3M | -30.7% | -5.8% | -24.9% | -28.8% |
| 6M | -36.1% | +25.8% | -61.9% | -48.6% |
| YTD | -51.4% | +27.9% | -79.2% | -61.3% |
| 1Y | -52.2% | +9.7% | -61.9% | -57.2% |
| 3Y | -12.1% | +128.0% | -140.0% | -55.2% |
| 5Y | -31.1% | +212.4% | -243.5% | -72.8% |
| All | -31.1% | +215.5% | -246.6% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling