+210.4%
URI vs SONY
+11.4%
+199.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +2.1% |
| 7D | +2.5% | -5.2% | +7.7% | +4.6% |
| 30D | -12.5% | +0.3% | -12.8% | -12.8% |
| 3M | -6.2% | +6.2% | -12.4% | -9.2% |
| 6M | +25.9% | +9.5% | +16.3% | +19.4% |
| YTD | +26.2% | -8.1% | +34.3% | +29.3% |
| 1Y | +5.5% | -17.9% | +23.4% | +13.4% |
| 3Y | +125.0% | +41.5% | +83.5% | +78.6% |
| 5Y | +210.4% | +11.8% | +198.6% | +162.3% |
| All | +210.4% | +11.4% | +199.0% | +162.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling