+357.3%
AMD vs SONY
+63.5%
+293.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -9.3% |
| 7D | +18.9% | +0.3% | +18.7% | +18.7% |
| 30D | -6.4% | +11.1% | -17.6% | -11.6% |
| 3M | +10.6% | +14.7% | -4.1% | +2.3% |
| 6M | +19.9% | +18.8% | +1.1% | +7.6% |
| YTD | +149.4% | +5.7% | +143.6% | +139.3% |
| 1Y | +115.4% | -8.1% | +123.4% | +126.8% |
| 3Y | +357.3% | +64.0% | +293.3% | +241.3% |
| All | +357.3% | +63.5% | +293.8% | +241.3% |
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 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