+78.9%
UBER vs SONY
+9.6%
+69.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.1% |
| 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% | -4.2% |
| 6M | -4.4% | +11.2% | -15.6% | -10.9% |
| YTD | -12.3% | -6.6% | -5.6% | -9.8% |
| 1Y | -24.3% | -18.1% | -6.2% | -16.3% |
| 3Y | +46.4% | +42.1% | +4.4% | +4.4% |
| All | +78.9% | +9.6% | +69.2% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling