+1,182.4%
URI vs SONY
+366.6%
+815.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.4% |
| 7D | -6.0% | +5.2% | -11.2% | -8.7% |
| 30D | +4.6% | +10.7% | -6.1% | -1.0% |
| 3M | -2.7% | +12.1% | -14.8% | -8.8% |
| 6M | +18.4% | +32.6% | -14.2% | +0.2% |
| YTD | +37.4% | +4.3% | +33.0% | +31.2% |
| 1Y | +30.4% | -4.5% | +34.9% | +30.4% |
| 3Y | +147.9% | +56.9% | +91.0% | +79.3% |
| 5Y | +202.1% | +12.5% | +189.6% | +160.4% |
| 10Y | +1,182.4% | +371.7% | +810.7% | +493.8% |
| All | +1,182.4% | +366.6% | +815.9% | +493.8% |
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 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