-41.3%
ALNY vs SONY
-10.8%
-30.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.8% |
| 7D | +12.2% | -1.2% | +13.4% | +12.4% |
| 30D | +16.3% | +9.4% | +6.9% | +15.0% |
| 3M | -12.4% | +10.5% | -22.8% | -13.5% |
| 6M | -18.7% | +11.7% | -30.4% | -20.2% |
| YTD | -33.1% | -4.1% | -29.0% | -34.7% |
| 1Y | -41.3% | -11.8% | -29.5% | -42.6% |
| All | -41.3% | -10.8% | -30.5% | -42.6% |
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 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