+9.3%
SONY vs URA
+132.7%
-123.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.1% |
| 7D | -4.9% | +5.7% | -10.6% | -6.1% |
| 30D | -1.6% | +5.6% | -7.2% | -3.0% |
| 3M | +10.0% | +6.2% | +3.8% | +7.8% |
| 6M | +8.4% | -8.2% | +16.7% | +9.2% |
| YTD | -8.4% | +9.7% | -18.1% | -12.3% |
| 1Y | -18.4% | +17.0% | -35.3% | -24.1% |
| 3Y | +41.0% | +118.5% | -77.5% | +7.0% |
| 5Y | +9.3% | +134.3% | -125.1% | -21.2% |
| All | +9.3% | +132.7% | -123.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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