+719.8%
MU vs SONY
-10.8%
+730.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.3% |
| 7D | +9.0% | -1.2% | +10.1% | +9.1% |
| 30D | +13.8% | +9.4% | +4.4% | +12.3% |
| 3M | +2.1% | +10.5% | -8.4% | +2.0% |
| 6M | +153.8% | +11.7% | +142.1% | +148.9% |
| YTD | +256.4% | -4.1% | +260.5% | +282.3% |
| 1Y | +719.8% | -11.8% | +731.5% | +857.7% |
| All | +719.8% | -10.8% | +730.6% | +857.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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