+651.5%
ADI vs SONY
+293.1%
+358.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.1% |
| 7D | +4.6% | -2.7% | +7.3% | +5.8% |
| 30D | -1.2% | +1.5% | -2.7% | -2.1% |
| 3M | -7.8% | +13.0% | -20.8% | -13.9% |
| 6M | +19.3% | +11.2% | +8.1% | +11.8% |
| YTD | +40.9% | -6.6% | +47.6% | +43.1% |
| 1Y | +54.5% | -18.1% | +72.6% | +67.0% |
| 3Y | +123.4% | +42.1% | +81.4% | +78.4% |
| 5Y | +142.3% | +11.0% | +131.3% | +115.1% |
| All | +651.5% | +293.1% | +358.4% | +318.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling