+48.8%
UBER vs JOBY
-41.4%
+90.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | -5.4% | -5.2% | -0.2% | -4.5% |
| 30D | -4.9% | -19.7% | +14.8% | -1.0% |
| 3M | +3.0% | -31.7% | +34.8% | +9.8% |
| 6M | -4.4% | -37.5% | +33.1% | +2.5% |
| YTD | -12.3% | -51.6% | +39.3% | -2.6% |
| 1Y | -24.3% | -53.3% | +29.0% | -16.5% |
| 3Y | +46.4% | -12.2% | +58.7% | +27.2% |
| 5Y | +79.7% | -31.3% | +111.0% | +37.2% |
| All | +48.8% | -41.4% | +90.1% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 10y: compounded portfolio wealth divided by compounded JOBY 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…
10y analysis · Full analysis span regression · 6 months rolling