+950.8%
MU vs SONY
+63.5%
+887.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.1% | -2.9% |
| 7D | +12.8% | +0.3% | +12.5% | +12.7% |
| 30D | -14.9% | +11.1% | -26.0% | -18.3% |
| 3M | -18.0% | +14.7% | -32.7% | -22.6% |
| 6M | -3.1% | +18.8% | -21.9% | -10.4% |
| YTD | +172.9% | +5.7% | +167.2% | +167.0% |
| 1Y | +228.8% | -8.1% | +236.9% | +248.1% |
| 3Y | +950.8% | +64.0% | +886.9% | +757.1% |
| All | +950.8% | +63.5% | +887.3% | +757.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling