+6,169.9%
MU vs SONY
+276.5%
+5,893.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +3.0% |
| 7D | +7.5% | -4.9% | +12.4% | +10.6% |
| 30D | +19.4% | -1.6% | +21.0% | +20.0% |
| 3M | +9.8% | +10.0% | -0.2% | +0.9% |
| 6M | +164.1% | +8.4% | +155.7% | +144.4% |
| YTD | +260.3% | -8.4% | +268.7% | +269.4% |
| 1Y | +661.2% | -18.4% | +679.5% | +738.0% |
| 3Y | +1,380.8% | +41.0% | +1,339.9% | +1,009.8% |
| 5Y | +1,346.4% | +9.3% | +1,337.1% | +1,164.7% |
| 10Y | +6,169.9% | +281.7% | +5,888.2% | +2,463.4% |
| All | +6,169.9% | +276.5% | +5,893.5% | +2,463.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling