+1,135.8%
URI vs SONY
+373.2%
+762.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -2.0% |
| 7D | +6.7% | +0.3% | +6.5% | +6.6% |
| 30D | +8.9% | +11.1% | -2.3% | +2.8% |
| 3M | +0.5% | +14.7% | -14.1% | -6.8% |
| 6M | +20.7% | +18.8% | +1.9% | +8.5% |
| YTD | +40.0% | +5.7% | +34.3% | +32.8% |
| 1Y | +34.4% | -8.1% | +42.5% | +37.4% |
| 3Y | +149.5% | +64.0% | +85.5% | +75.9% |
| 5Y | +205.6% | +12.6% | +192.9% | +163.5% |
| All | +1,135.8% | +373.2% | +762.6% | +465.6% |
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