-12.2%
JOBY vs UUUU
+74.5%
-86.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +3.2% |
| 7D | -5.2% | -10.5% | +5.3% | -1.1% |
| 30D | -19.7% | -10.5% | -9.2% | -16.8% |
| 3M | -31.7% | -14.1% | -17.6% | -28.0% |
| 6M | -37.5% | -35.5% | -2.1% | -27.6% |
| YTD | -51.6% | -10.9% | -40.7% | -51.1% |
| 1Y | -53.3% | +3.4% | -56.6% | -56.6% |
| 3Y | -12.2% | +73.1% | -85.4% | -39.8% |
| All | -12.2% | +74.5% | -86.8% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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