+565.7%
AMZN vs SONY
+293.1%
+272.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.2% |
| 7D | -0.7% | -2.7% | +2.0% | +0.5% |
| 30D | -3.9% | +1.5% | -5.5% | -4.7% |
| 3M | +6.3% | +13.0% | -6.7% | +0.2% |
| 6M | +20.8% | +11.2% | +9.5% | +13.8% |
| YTD | +11.2% | -6.6% | +17.9% | +13.2% |
| 1Y | +11.7% | -18.1% | +29.8% | +20.4% |
| 3Y | +79.4% | +42.1% | +37.4% | +43.2% |
| 5Y | +48.0% | +11.0% | +37.0% | +31.6% |
| All | +565.7% | +293.1% | +272.6% | +259.0% |
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