+50.6%
UBER vs JOBY
-42.1%
+92.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.4% |
| 7D | -4.5% | -8.2% | +3.7% | -3.0% |
| 30D | -7.6% | -25.1% | +17.4% | -2.6% |
| 3M | +5.8% | -28.8% | +34.5% | +11.7% |
| 6M | +0.3% | -36.1% | +36.4% | +7.1% |
| YTD | -11.2% | -52.2% | +41.0% | -1.1% |
| 1Y | -23.0% | -52.4% | +29.4% | -15.3% |
| 3Y | +53.6% | -13.6% | +67.2% | +33.8% |
| 5Y | +81.9% | -32.2% | +114.1% | +39.2% |
| All | +50.6% | -42.1% | +92.7% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling