-18.1%
SONY vs UUUU
+3.5%
-21.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +1.8% |
| 7D | -2.7% | -10.5% | +7.8% | -2.4% |
| 30D | +1.5% | -10.5% | +12.0% | +1.8% |
| 3M | +13.0% | -14.1% | +27.1% | +13.6% |
| 6M | +11.2% | -35.5% | +46.7% | +12.4% |
| YTD | -6.6% | -10.9% | +4.3% | -6.4% |
| 1Y | -18.1% | +3.4% | -21.5% | -18.2% |
| All | -18.1% | +3.5% | -21.6% | -18.2% |
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