+668.1%
OUST vs SONY
+57.9%
+610.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -2.0% | +16.0% | +15.0% |
| 7D | +17.0% | +6.7% | +10.3% | +12.5% |
| 30D | -16.5% | +14.8% | -31.3% | -23.4% |
| 3M | -23.7% | +16.9% | -40.5% | -31.0% |
| 6M | +18.4% | +30.2% | -11.9% | -1.5% |
| YTD | +60.8% | +5.5% | +55.3% | +52.3% |
| 1Y | +44.2% | -4.6% | +48.8% | +45.6% |
| 3Y | +668.1% | +57.2% | +610.9% | +491.9% |
| All | +668.1% | +57.9% | +610.2% | +491.9% |
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