+7,883.4%
URI vs SONY
+256.3%
+7,627.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.5% |
| 7D | +2.6% | +2.1% | +0.5% | +1.3% |
| 30D | +9.1% | +9.2% | -0.1% | +4.6% |
| 3M | +1.0% | +12.2% | -11.2% | -4.5% |
| 6M | +23.3% | +24.4% | -1.1% | +10.2% |
| YTD | +43.3% | +3.5% | +39.8% | +37.8% |
| 1Y | +35.9% | -9.2% | +45.1% | +38.2% |
| 3Y | +158.6% | +55.6% | +103.0% | +102.0% |
| 5Y | +213.1% | +12.0% | +201.2% | +179.1% |
| 10Y | +1,213.1% | +363.7% | +849.4% | +536.0% |
| All | +7,883.4% | +256.3% | +7,627.1% | +2,927.3% |
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