+262,336.6%
AMZN vs SONY
+242.8%
+262,093.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +1.1% |
| 7D | +0.8% | -5.2% | +6.0% | +3.0% |
| 30D | -6.4% | +0.3% | -6.7% | -6.6% |
| 3M | +4.8% | +6.2% | -1.4% | +1.8% |
| 6M | +20.5% | +9.5% | +11.0% | +14.9% |
| YTD | +11.3% | -8.1% | +19.4% | +13.7% |
| 1Y | +9.0% | -17.9% | +26.9% | +16.1% |
| 3Y | +85.9% | +41.5% | +44.4% | +53.9% |
| 5Y | +45.8% | +11.8% | +33.9% | +32.8% |
| 10Y | +555.5% | +275.4% | +280.1% | +249.7% |
| All | +262,336.6% | +242.8% | +262,093.8% | +114,503.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling