+1.5%
ABNB vs SONY
+8.8%
-7.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.4% |
| 7D | -9.5% | -5.8% | -3.7% | -6.2% |
| 30D | -9.4% | -0.4% | -9.0% | -9.2% |
| 3M | +29.9% | +13.3% | +16.6% | +20.5% |
| 6M | +26.6% | +8.5% | +18.1% | +19.4% |
| YTD | +23.5% | -8.1% | +31.7% | +28.6% |
| 1Y | +35.8% | -17.9% | +53.8% | +50.2% |
| 3Y | +15.0% | +41.4% | -26.5% | -19.5% |
| 5Y | +1.5% | +9.3% | -7.8% | -6.0% |
| All | +1.5% | +8.8% | -7.3% | -6.0% |
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