+69.4%
USAR vs SONY
+28.3%
+41.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -4.4% | -4.9% | +0.5% | -3.6% |
| 30D | -10.4% | -1.6% | -8.8% | -10.2% |
| 3M | -18.4% | +10.0% | -28.4% | -20.1% |
| 6M | -8.8% | +8.4% | -17.2% | -10.7% |
| YTD | +43.4% | -8.4% | +51.8% | +42.5% |
| 1Y | +21.0% | -18.4% | +39.3% | +21.7% |
| 3Y | +67.7% | +41.0% | +26.8% | +71.1% |
| All | +69.4% | +28.3% | +41.1% | +72.7% |
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