+30.6%
UPS vs JOBY
-67.8%
+98.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.1% | +0.6% | +4.4% |
| 7D | +8.2% | -0.6% | +8.8% | +8.2% |
| 30D | +22.7% | -12.6% | +35.4% | +23.4% |
| 3M | +6.4% | -36.6% | +43.1% | +9.0% |
| 6M | +22.6% | -43.0% | +65.6% | +26.0% |
| YTD | +20.7% | -61.7% | +82.5% | +24.8% |
| 1Y | +30.6% | -65.8% | +96.4% | +34.7% |
| All | +30.6% | -67.8% | +98.5% | +34.7% |
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