-25.9%
ADBE vs SONY
-6.4%
-19.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.3% | +0.1% |
| 7D | -0.5% | +2.9% | -3.4% | -1.6% |
| 30D | +4.1% | +10.2% | -6.2% | +0.7% |
| 3M | -3.5% | +16.1% | -19.6% | -7.7% |
| 6M | -2.2% | +32.1% | -34.3% | -8.1% |
| YTD | -29.0% | +1.4% | -30.4% | -30.9% |
| 1Y | -25.9% | -7.0% | -18.9% | -26.5% |
| All | -25.9% | -6.4% | -19.5% | -26.5% |
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 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