+27.0%
UNH vs JOBY
-67.8%
+94.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.1% | -2.9% | +1.1% |
| 7D | +0.6% | -0.6% | +1.2% | +0.6% |
| 30D | +8.1% | -12.6% | +20.8% | +8.6% |
| 3M | +1.1% | -36.6% | +37.7% | +2.8% |
| 6M | +11.7% | -43.0% | +54.7% | +13.1% |
| YTD | +26.5% | -61.7% | +88.2% | +31.2% |
| 1Y | +27.0% | -65.8% | +92.8% | +32.8% |
| All | +27.0% | -67.8% | +94.9% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling