+72.4%
UBER vs SONY
+153.2%
-80.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.2% |
| 7D | -5.4% | -2.7% | -2.7% | -3.9% |
| 30D | -4.9% | +1.5% | -6.4% | -5.8% |
| 3M | +3.0% | +13.0% | -10.0% | -4.6% |
| 6M | -4.4% | +11.2% | -15.6% | -11.2% |
| YTD | -12.3% | -6.6% | -5.6% | -9.9% |
| 1Y | -24.3% | -18.1% | -6.2% | -16.2% |
| 3Y | +46.4% | +42.1% | +4.4% | +5.6% |
| 5Y | +79.7% | +11.0% | +68.6% | +54.0% |
| All | +72.4% | +153.2% | -80.8% | -22.9% |
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