+1,210.8%
URI vs SONY
+364.7%
+846.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.6% |
| 7D | +2.4% | +2.1% | +0.3% | +1.0% |
| 30D | +8.9% | +9.2% | -0.3% | +3.7% |
| 3M | +0.8% | +12.2% | -11.4% | -5.5% |
| 6M | +23.1% | +24.4% | -1.3% | +7.8% |
| YTD | +43.1% | +3.5% | +39.6% | +37.2% |
| 1Y | +35.7% | -9.2% | +44.9% | +39.5% |
| 3Y | +158.2% | +55.6% | +102.6% | +87.4% |
| 5Y | +212.6% | +12.0% | +200.6% | +169.8% |
| 10Y | +1,210.8% | +363.7% | +847.1% | +510.4% |
| All | +1,210.8% | +364.7% | +846.0% | +510.4% |
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