+2,396.1%
MUU vs SONY
+26.7%
+2,369.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -2.3% |
| 7D | -8.2% | -2.7% | -5.5% | -6.4% |
| 30D | +10.2% | +1.5% | +8.6% | +8.0% |
| 3M | -26.5% | +13.0% | -39.5% | -38.6% |
| 6M | +227.2% | +11.2% | +216.0% | +181.7% |
| YTD | +527.4% | -6.6% | +534.1% | +565.0% |
| 1Y | +1,843.7% | -18.1% | +1,861.8% | +2,358.2% |
| All | +2,396.1% | +26.7% | +2,369.3% | +2,060.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling