+54.0%
UNP vs JOBY
-32.0%
+86.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.5% |
| 7D | -1.8% | -5.2% | +3.4% | -1.5% |
| 30D | -2.7% | -19.7% | +17.0% | -1.7% |
| 3M | +6.5% | -31.7% | +38.2% | +8.3% |
| 6M | +14.4% | -37.5% | +51.9% | +16.4% |
| YTD | +24.8% | -51.6% | +76.4% | +28.5% |
| 1Y | +34.4% | -53.3% | +87.7% | +37.9% |
| 3Y | +43.6% | -12.2% | +55.8% | +35.8% |
| All | +54.0% | -32.0% | +86.0% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling