+162.1%
SONY vs UUUU
-92.0%
+254.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -4.9% | +1.8% | -6.7% | -5.0% |
| 30D | -1.6% | +1.8% | -3.4% | -1.8% |
| 3M | +10.0% | +1.3% | +8.7% | +9.5% |
| 6M | +8.4% | -26.8% | +35.2% | +9.6% |
| YTD | -8.4% | +0.1% | -8.5% | -9.9% |
| 1Y | -18.4% | +11.2% | -29.6% | -21.0% |
| 3Y | +41.0% | +97.7% | -56.7% | +28.4% |
| 5Y | +9.3% | +127.3% | -118.1% | -3.4% |
| 10Y | +281.7% | +532.6% | -250.9% | +201.3% |
| All | +162.1% | -92.0% | +254.1% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling