+163.0%
SONY vs UUUU
-92.5%
+255.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.7% | +0.7% |
| 7D | -5.8% | -5.0% | -0.8% | -5.5% |
| 30D | -0.4% | -7.8% | +7.4% | 0.0% |
| 3M | +13.3% | -0.4% | +13.7% | +12.9% |
| 6M | +8.5% | -32.9% | +41.4% | +10.3% |
| YTD | -8.1% | -6.3% | -1.9% | -9.2% |
| 1Y | -17.9% | +7.9% | -25.8% | -20.4% |
| 3Y | +41.4% | +85.2% | -43.7% | +29.4% |
| 5Y | +9.3% | +97.0% | -87.7% | -2.6% |
| 10Y | +283.0% | +492.6% | -209.6% | +203.5% |
| All | +163.0% | -92.5% | +255.5% | +120.7% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling