+2,981.5%
MUU vs SONY
-10.8%
+2,992.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +11.9% |
| 7D | +17.4% | -1.2% | +18.5% | +17.6% |
| 30D | +24.0% | +9.4% | +14.5% | +20.6% |
| 3M | -23.9% | +10.5% | -34.4% | -25.2% |
| 6M | +284.4% | +11.7% | +272.7% | +266.9% |
| YTD | +583.7% | -4.1% | +587.8% | +681.6% |
| 1Y | +2,981.5% | -11.8% | +2,993.3% | +4,117.4% |
| All | +2,981.5% | -10.8% | +2,992.3% | +4,117.4% |
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 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