-51.6%
JOBY vs URI
+470.8%
-522.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.6% | -4.1% |
| 7D | -14.3% | +6.7% | -21.1% | -17.7% |
| 30D | +10.2% | +8.9% | +1.3% | +3.8% |
| 3M | -38.5% | +0.5% | -39.0% | -39.5% |
| 6M | -54.1% | +20.7% | -74.7% | -60.3% |
| YTD | -61.5% | +40.0% | -101.6% | -71.0% |
| 1Y | -65.7% | +34.4% | -100.1% | -73.3% |
| 3Y | -7.0% | +149.5% | -156.4% | -52.7% |
| 5Y | -44.2% | +205.6% | -249.7% | -76.1% |
| All | -51.6% | +470.8% | -522.4% | -81.6% |
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