+195.2%
AMD vs SONY
-10.8%
+206.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.3% | +5.1% |
| 7D | +2.6% | -1.2% | +3.7% | +2.9% |
| 30D | -0.9% | +9.4% | -10.4% | -3.8% |
| 3M | -8.7% | +10.5% | -19.2% | -11.3% |
| 6M | +136.3% | +11.7% | +124.7% | +124.5% |
| YTD | +123.0% | -4.1% | +127.1% | +136.9% |
| 1Y | +195.2% | -11.8% | +207.0% | +261.3% |
| All | +195.2% | -10.8% | +206.0% | +261.3% |
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