+37,168.6%
ADI vs SONY
+516.6%
+36,652.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +2.0% |
| 7D | +2.4% | -5.2% | +7.6% | +4.6% |
| 30D | -6.6% | +0.3% | -6.9% | -6.9% |
| 3M | -9.8% | +6.2% | -16.0% | -12.9% |
| 6M | +15.7% | +9.5% | +6.1% | +9.9% |
| YTD | +35.1% | -8.1% | +43.2% | +37.5% |
| 1Y | +47.7% | -17.9% | +65.6% | +57.1% |
| 3Y | +114.5% | +41.5% | +73.0% | +78.7% |
| 5Y | +141.2% | +11.8% | +129.4% | +120.0% |
| 10Y | +611.3% | +275.4% | +335.9% | +286.8% |
| All | +37,168.6% | +516.6% | +36,652.1% | +13,198.9% |
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