+48.3%
UBER vs SONY
+40.0%
+8.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.7% | +2.0% |
| 7D | -4.5% | -5.8% | +1.3% | -2.5% |
| 30D | -7.6% | -0.4% | -7.2% | -7.5% |
| 3M | +5.8% | +13.3% | -7.5% | +1.3% |
| 6M | +0.3% | +8.5% | -8.2% | -3.0% |
| YTD | -11.2% | -8.1% | -3.1% | -9.4% |
| 1Y | -23.0% | -17.9% | -5.1% | -18.6% |
| All | +48.3% | +40.0% | +8.3% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling