+3,847.4%
ANET vs SONY
+293.1%
+3,554.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +4.8% |
| 7D | +3.0% | -2.7% | +5.7% | +4.3% |
| 30D | -5.2% | +1.5% | -6.7% | -6.1% |
| 3M | +27.6% | +13.0% | +14.6% | +18.5% |
| 6M | +44.4% | +11.2% | +33.2% | +34.4% |
| YTD | +52.3% | -6.6% | +59.0% | +54.5% |
| 1Y | +30.4% | -18.1% | +48.5% | +40.7% |
| 3Y | +313.3% | +42.1% | +271.2% | +222.2% |
| 5Y | +810.0% | +11.0% | +799.0% | +698.7% |
| All | +3,847.4% | +293.1% | +3,554.3% | +1,829.2% |
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 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