-16.3%
UNH vs JOBY
-13.5%
-2.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.6% | -2.4% |
| 7D | -4.5% | -5.2% | +0.6% | -4.4% |
| 30D | -6.5% | -19.7% | +13.2% | -6.2% |
| 3M | -6.0% | -31.7% | +25.7% | -5.4% |
| 6M | +33.7% | -37.5% | +71.2% | +34.5% |
| YTD | +16.4% | -51.6% | +68.0% | +17.6% |
| 1Y | +10.1% | -53.3% | +63.4% | +11.3% |
| 3Y | -16.3% | -12.2% | -4.1% | -18.9% |
| All | -16.3% | -13.5% | -2.8% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling