-15.7%
AMDL vs SONY
+25.8%
-41.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +0.2% | +26.6% | +27.2% |
| 7D | +10.3% | +6.1% | +4.2% | +27.5% |
| 30D | -38.3% | +12.2% | -50.5% | -22.5% |
| 3M | -8.7% | +15.3% | -24.1% | +18.7% |
| All | -15.7% | +25.8% | -41.5% | +27.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling