+130.5%
URI vs SONY
+39.5%
+91.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +5.0% | -4.9% | +9.9% | +6.3% |
| 30D | -9.4% | -1.6% | -7.8% | -9.1% |
| 3M | -5.8% | +10.0% | -15.8% | -8.6% |
| 6M | +25.8% | +8.4% | +17.4% | +21.9% |
| YTD | +27.9% | -8.4% | +36.3% | +31.0% |
| 1Y | +9.7% | -18.4% | +28.1% | +16.7% |
| All | +130.5% | +39.5% | +91.0% | +99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling