+1,341.2%
MU vs SONY
+41.5%
+1,299.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | 0.0% |
| 7D | +7.2% | -5.2% | +12.3% | +9.2% |
| 30D | +14.0% | +0.3% | +13.7% | +13.5% |
| 3M | +5.4% | +6.2% | -0.8% | +1.5% |
| 6M | +170.3% | +9.5% | +160.7% | +155.6% |
| YTD | +250.7% | -8.1% | +258.8% | +262.1% |
| 1Y | +662.1% | -17.9% | +680.0% | +735.7% |
| 3Y | +1,341.2% | +41.5% | +1,299.7% | +1,149.6% |
| All | +1,341.2% | +41.5% | +1,299.8% | +1,149.6% |
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