+6,893.4%
URI vs SONY
+230.4%
+6,663.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.3% |
| 7D | -2.0% | -1.2% | -0.8% | -1.5% |
| 30D | -12.9% | +9.4% | -22.4% | -16.4% |
| 3M | -6.7% | +10.5% | -17.2% | -11.5% |
| 6M | +19.0% | +11.7% | +7.3% | +11.5% |
| YTD | +25.5% | -4.1% | +29.6% | +25.3% |
| 1Y | +5.5% | -11.8% | +17.3% | +8.8% |
| 3Y | +111.3% | +45.9% | +65.4% | +70.4% |
| 5Y | +198.6% | +16.3% | +182.3% | +162.8% |
| 10Y | +1,179.9% | +297.6% | +882.3% | +562.8% |
| All | +6,893.4% | +230.4% | +6,663.1% | +2,653.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling