-32.9%
JOBY vs USAR
+74.5%
-107.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +2.2% | +2.3% | -0.1% | +1.8% |
| 30D | -20.8% | -8.6% | -12.2% | -19.8% |
| 3M | -29.5% | -20.5% | -9.0% | -27.1% |
| 6M | -28.4% | +1.2% | -29.6% | -28.5% |
| YTD | -48.2% | +48.4% | -96.6% | -50.8% |
| 1Y | -49.1% | +30.6% | -79.7% | -50.1% |
| 3Y | -6.3% | +73.6% | -79.9% | +8.9% |
| All | -32.9% | +74.5% | -107.4% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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