+92.1%
AMDL vs SONY
+51.7%
+40.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.6% |
| 7D | +5.4% | +5.2% | +0.2% | -2.1% |
| 30D | -36.6% | +10.7% | -47.4% | -44.7% |
| 3M | -1.0% | +12.1% | -13.1% | -16.1% |
| 6M | -12.1% | +32.6% | -44.6% | -43.2% |
| YTD | +215.1% | +4.3% | +210.8% | +180.5% |
| 1Y | +130.4% | -4.5% | +134.9% | +133.6% |
| All | +92.1% | +51.7% | +40.4% | +25.6% |
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