+504.3%
MUU vs SONY
-6.4%
+510.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.2% | -16.2% | -13.5% |
| 7D | -35.9% | +2.9% | -38.8% | -35.4% |
| 30D | -47.1% | +10.2% | -57.4% | -46.5% |
| 3M | -29.8% | +16.1% | -46.0% | -29.7% |
| 6M | +16.0% | +32.1% | -16.1% | +4.9% |
| YTD | +286.1% | +1.4% | +284.7% | +368.0% |
| 1Y | +504.3% | -7.0% | +511.3% | +731.3% |
| All | +504.3% | -6.4% | +510.7% | +731.3% |
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