+164.1%
URI vs SONY
+59.5%
+104.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.8% |
| 7D | -4.0% | +6.1% | -10.1% | -5.4% |
| 30D | +6.8% | +12.2% | -5.4% | +3.9% |
| 3M | -2.8% | +15.3% | -18.2% | -6.2% |
| 6M | +20.9% | +34.3% | -13.4% | +11.1% |
| YTD | +40.2% | +5.7% | +34.5% | +38.8% |
| 1Y | +34.1% | -2.3% | +36.4% | +36.2% |
| 3Y | +164.1% | +67.1% | +97.0% | +129.3% |
| All | +164.1% | +59.5% | +104.6% | +129.3% |
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