+20.6%
ABNB vs SONY
+29.1%
-8.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -1.7% |
| 7D | -4.4% | -5.2% | +0.8% | -1.5% |
| 30D | -2.0% | +0.3% | -2.3% | -2.1% |
| 3M | +29.8% | +6.2% | +23.6% | +25.3% |
| 6M | +31.0% | +9.5% | +21.5% | +23.2% |
| YTD | +28.6% | -8.1% | +36.7% | +33.5% |
| 1Y | +40.1% | -17.9% | +58.0% | +54.1% |
| 3Y | +19.7% | +41.5% | -21.8% | -12.9% |
| 5Y | +6.5% | +11.8% | -5.4% | -7.2% |
| All | +20.6% | +29.1% | -8.4% | -11.0% |
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 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