-39.1%
SPXU vs SONY
-10.8%
-28.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +0.6% |
| 7D | -0.1% | -1.2% | +1.1% | -0.6% |
| 30D | +0.8% | +9.4% | -8.6% | +4.7% |
| 3M | -4.7% | +10.5% | -15.2% | -0.6% |
| 6M | -29.6% | +11.7% | -41.3% | -24.6% |
| YTD | -29.9% | -4.1% | -25.8% | -30.5% |
| 1Y | -39.1% | -11.8% | -27.3% | -44.0% |
| All | -39.1% | -10.8% | -28.3% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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