-70.2%
SKUU vs SONY
+32.1%
-102.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.4% | +6.1% | -33.5% | -6.1% |
| 7D | -44.2% | +8.1% | -52.3% | -23.0% |
| 30D | -58.1% | +15.5% | -73.6% | -26.5% |
| 3M | -44.3% | +22.7% | -67.1% | +30.0% |
| All | -70.2% | +32.1% | -102.3% | +8.3% |
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 · Available span rolling