+348.0%
AMD vs SONY
+46.4%
+301.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.3% | +5.5% |
| 7D | +2.6% | -1.2% | +3.7% | +3.1% |
| 30D | -0.9% | +9.4% | -10.4% | -5.7% |
| 3M | -8.7% | +10.5% | -19.2% | -14.5% |
| 6M | +136.3% | +11.7% | +124.7% | +118.0% |
| YTD | +123.0% | -4.1% | +127.1% | +126.1% |
| 1Y | +195.2% | -11.8% | +207.0% | +217.3% |
| All | +348.0% | +46.4% | +301.7% | +238.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling