-7.0%
SONY vs UUUU
-55.1%
+48.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.2% |
| 7D | +2.9% | -14.4% | +17.3% | +3.4% |
| 30D | +10.2% | -33.6% | +43.9% | +11.8% |
| 3M | +16.1% | -44.2% | +60.3% | +18.2% |
| 6M | +32.1% | -66.8% | +98.9% | +37.8% |
| YTD | +1.4% | -50.6% | +52.0% | +3.5% |
| 1Y | -7.0% | -57.8% | +50.8% | -4.3% |
| All | -7.0% | -55.1% | +48.1% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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