+30.4%
URI vs SONY
-4.4%
+34.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.1% |
| 7D | -6.0% | +5.2% | -11.2% | -6.0% |
| 30D | +4.6% | +10.7% | -6.1% | +4.3% |
| 3M | -2.7% | +12.1% | -14.8% | -3.1% |
| 6M | +18.4% | +32.6% | -14.2% | +15.2% |
| YTD | +37.4% | +4.3% | +33.0% | +44.3% |
| 1Y | +30.4% | -4.5% | +34.9% | +42.2% |
| All | +30.4% | -4.4% | +34.8% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling