+4,524.1%
MU vs SONY
+366.0%
+4,158.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | +21.6% | -3.2% | +24.8% | +23.7% |
| 30D | -16.2% | +9.6% | -25.8% | -21.8% |
| 3M | -12.4% | +13.3% | -25.6% | -20.4% |
| 6M | +4.2% | +20.3% | -16.1% | -10.7% |
| YTD | +180.0% | +4.1% | +175.8% | +161.2% |
| 1Y | +226.4% | -11.9% | +238.3% | +239.6% |
| 3Y | +969.7% | +56.6% | +913.1% | +644.5% |
| 5Y | +957.9% | +10.9% | +947.0% | +809.2% |
| All | +4,524.1% | +366.0% | +4,158.1% | +1,593.2% |
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