+5,706.3%
ANET vs SONY
+688.8%
+5,017.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +4.9% |
| 7D | +3.0% | -2.7% | +5.7% | +4.1% |
| 30D | -5.2% | +1.5% | -6.7% | -6.0% |
| 3M | +27.6% | +13.0% | +14.6% | +19.8% |
| 6M | +44.4% | +11.2% | +33.2% | +35.8% |
| YTD | +52.3% | -6.6% | +59.0% | +54.2% |
| 1Y | +30.4% | -18.1% | +48.5% | +39.1% |
| 3Y | +313.3% | +42.1% | +271.2% | +237.6% |
| 5Y | +810.0% | +11.0% | +799.0% | +719.0% |
| 10Y | +3,903.8% | +289.2% | +3,614.6% | +2,242.5% |
| All | +5,706.3% | +688.8% | +5,017.5% | +2,590.9% |
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