-35.8%
JOBY vs URI
+411.7%
-447.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.9% |
| 7D | -3.4% | -2.0% | -1.5% | -2.3% |
| 30D | -13.6% | -12.9% | -0.6% | -6.0% |
| 3M | -39.5% | -6.7% | -32.8% | -37.4% |
| 6M | -31.9% | +19.0% | -50.8% | -42.3% |
| YTD | -48.9% | +25.5% | -74.5% | -58.3% |
| 1Y | -48.5% | +5.5% | -54.1% | -52.4% |
| 3Y | -8.0% | +111.3% | -119.4% | -47.8% |
| 5Y | -33.7% | +198.6% | -232.2% | -70.5% |
| All | -35.8% | +411.7% | -447.5% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling