+599.3%
MU vs SONY
-18.6%
+617.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -4.9% |
| 7D | +2.0% | -5.8% | +7.8% | +2.7% |
| 30D | +12.5% | -0.4% | +12.9% | +12.4% |
| 3M | +9.6% | +13.3% | -3.7% | +5.2% |
| 6M | +142.6% | +8.5% | +134.1% | +137.1% |
| YTD | +242.7% | -8.1% | +250.8% | +272.9% |
| 1Y | +599.3% | -17.9% | +617.2% | +738.7% |
| All | +599.3% | -18.6% | +617.8% | +738.7% |
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