+41.1%
AR vs SONY
+286.8%
-245.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -1.3% | -5.8% | +4.5% | +0.9% |
| 30D | +3.5% | -0.4% | +3.9% | +3.6% |
| 3M | +9.9% | +13.3% | -3.4% | +4.1% |
| 6M | +4.5% | +8.5% | -4.0% | 0.0% |
| YTD | +13.7% | -8.1% | +21.8% | +16.0% |
| 1Y | +19.2% | -17.9% | +37.1% | +27.3% |
| 3Y | +46.2% | +41.4% | +4.7% | +20.2% |
| 5Y | +145.9% | +9.3% | +136.6% | +121.5% |
| All | +41.1% | +286.8% | -245.7% | -22.6% |
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