+313.3%
ANET vs SONY
+42.2%
+271.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.2% |
| 7D | +3.0% | -2.7% | +5.7% | +3.7% |
| 30D | -5.2% | +1.5% | -6.7% | -5.7% |
| 3M | +27.6% | +13.0% | +14.6% | +22.2% |
| 6M | +44.4% | +11.2% | +33.2% | +38.6% |
| YTD | +52.3% | -6.6% | +59.0% | +55.0% |
| 1Y | +30.4% | -18.1% | +48.5% | +38.7% |
| 3Y | +313.3% | +42.1% | +271.2% | +265.7% |
| All | +313.3% | +42.2% | +271.0% | +265.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling