-13.3%
JOBY vs UTHR
+124.0%
-137.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -8.2% | +2.8% | -10.9% | -8.6% |
| 30D | -25.1% | -2.3% | -22.8% | -24.8% |
| 3M | -28.8% | -7.4% | -21.4% | -28.0% |
| 6M | -36.1% | -6.0% | -30.2% | -35.5% |
| YTD | -52.2% | +3.4% | -55.6% | -52.6% |
| 1Y | -52.4% | +27.1% | -79.5% | -54.0% |
| All | -13.3% | +124.0% | -137.3% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 3y: compounded portfolio wealth divided by compounded UTHR 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…
3y analysis · Full analysis span regression · 6 months rolling