-36.7%
JOBY vs URI
+214.4%
-251.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.8% | -3.3% |
| 7D | +16.4% | +2.6% | +13.9% | +13.9% |
| 30D | +14.4% | +9.1% | +5.3% | +7.3% |
| 3M | -30.2% | +1.0% | -31.1% | -31.5% |
| 6M | -45.3% | +23.3% | -68.6% | -53.8% |
| YTD | -55.5% | +43.3% | -98.8% | -67.5% |
| 1Y | -64.0% | +35.9% | -100.0% | -72.6% |
| 3Y | +13.3% | +158.6% | -145.4% | -47.4% |
| 5Y | -36.7% | +213.1% | -249.8% | -75.8% |
| All | -36.7% | +214.4% | -251.1% | -75.8% |
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