-49.8%
USAR vs SONY
-6.4%
-43.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.2% | -8.1% | -6.6% |
| 7D | -21.8% | +2.9% | -24.7% | -22.5% |
| 30D | -39.9% | +10.2% | -50.2% | -42.4% |
| 3M | -52.5% | +16.1% | -68.6% | -55.6% |
| 6M | -67.9% | +32.1% | -100.1% | -72.6% |
| YTD | -31.1% | +1.4% | -32.5% | -33.7% |
| 1Y | -49.8% | -7.0% | -42.8% | -49.8% |
| All | -49.8% | -6.4% | -43.4% | -49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling