+361.3%
ALL vs SONY
+285.5%
+75.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -2.2% | -4.9% | +2.7% | -1.1% |
| 30D | -5.6% | -1.6% | -4.0% | -5.2% |
| 3M | +17.2% | +10.0% | +7.3% | +14.5% |
| 6M | +23.2% | +8.4% | +14.8% | +20.4% |
| YTD | +23.6% | -8.4% | +32.0% | +25.5% |
| 1Y | +29.2% | -18.4% | +47.5% | +34.5% |
| 3Y | +153.8% | +41.0% | +112.9% | +125.5% |
| 5Y | +116.1% | +9.3% | +106.8% | +101.9% |
| All | +361.3% | +285.5% | +75.8% | +212.6% |
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