+8,471.9%
AMD vs SONY
+277.9%
+8,193.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.2% | +10.1% | +8.7% |
| 7D | +10.0% | -5.2% | +15.2% | +13.7% |
| 30D | +4.6% | +0.3% | +4.3% | +3.8% |
| 3M | +3.1% | +6.2% | -3.1% | -3.6% |
| 6M | +162.8% | +9.5% | +153.3% | +138.6% |
| YTD | +136.2% | -8.1% | +144.2% | +142.2% |
| 1Y | +234.0% | -17.9% | +251.9% | +272.1% |
| 3Y | +376.7% | +41.5% | +335.2% | +245.4% |
| 5Y | +376.3% | +11.8% | +364.5% | +312.3% |
| All | +8,471.9% | +277.9% | +8,193.9% | +3,619.8% |
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