-99.5%
SPXU vs SONY
+293.1%
-392.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -0.8% |
| 7D | +2.5% | -2.7% | +5.2% | -0.2% |
| 30D | +4.2% | +1.5% | +2.7% | +6.0% |
| 3M | -9.3% | +13.0% | -22.3% | +2.7% |
| 6M | -30.7% | +11.2% | -41.9% | -21.4% |
| YTD | -28.1% | -6.6% | -21.5% | -32.1% |
| 1Y | -35.2% | -18.1% | -17.1% | -46.1% |
| 3Y | -79.9% | +42.1% | -122.0% | -64.5% |
| 5Y | -86.4% | +11.0% | -97.4% | -76.7% |
| All | -99.5% | +293.1% | -392.6% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling