+992.0%
ASX vs SONY
+276.5%
+715.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 7D | +11.1% | -4.9% | +16.0% | +13.5% |
| 30D | +9.6% | -1.6% | +11.2% | +10.0% |
| 3M | +18.6% | +10.0% | +8.6% | +11.7% |
| 6M | +92.1% | +8.4% | +83.7% | +81.2% |
| YTD | +158.5% | -8.4% | +166.9% | +163.9% |
| 1Y | +271.9% | -18.4% | +290.2% | +299.8% |
| 3Y | +465.2% | +41.0% | +424.3% | +349.2% |
| 5Y | +479.4% | +9.3% | +470.2% | +415.7% |
| 10Y | +992.0% | +281.7% | +710.3% | +549.0% |
| All | +992.0% | +276.5% | +715.5% | +549.0% |
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