+193.4%
AMAT vs SONY
-16.9%
+210.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.2% | +8.2% | +4.1% |
| 7D | +7.0% | -5.2% | +12.2% | +7.2% |
| 30D | -12.2% | +0.3% | -12.5% | -12.5% |
| 3M | -3.8% | +6.2% | -10.1% | -4.3% |
| 6M | +45.9% | +9.5% | +36.4% | +41.5% |
| YTD | +84.6% | -8.1% | +92.7% | +93.9% |
| 1Y | +193.4% | -17.9% | +211.3% | +228.2% |
| All | +193.4% | -16.9% | +210.2% | +228.2% |
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