+134,607.8%
UNH vs SONY
+514.2%
+134,093.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.9% |
| 7D | -1.7% | -4.9% | +3.3% | -0.6% |
| 30D | -3.8% | -1.6% | -2.2% | -3.5% |
| 3M | -4.3% | +10.0% | -14.3% | -6.6% |
| 6M | +38.6% | +8.4% | +30.2% | +35.3% |
| YTD | +20.7% | -8.4% | +29.1% | +22.2% |
| 1Y | +16.0% | -18.4% | +34.4% | +20.3% |
| 3Y | -13.5% | +41.0% | -54.4% | -21.8% |
| 5Y | +3.5% | +9.3% | -5.8% | -2.7% |
| 10Y | +245.3% | +281.7% | -36.4% | +141.5% |
| All | +134,607.8% | +514.2% | +134,093.6% | +59,075.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling