+15.5%
ABNB vs SONY
+42.2%
-26.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.9% |
| 7D | -6.5% | -2.7% | -3.8% | -5.5% |
| 30D | -5.5% | +1.5% | -7.0% | -6.0% |
| 3M | +30.0% | +13.0% | +17.0% | +24.7% |
| 6M | +27.6% | +11.2% | +16.4% | +22.5% |
| YTD | +25.4% | -6.6% | +32.0% | +27.7% |
| 1Y | +38.3% | -18.1% | +56.4% | +47.0% |
| 3Y | +15.5% | +42.1% | -26.6% | -2.5% |
| All | +15.5% | +42.2% | -26.7% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling