+368.6%
ASX vs SONY
+63.5%
+305.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -2.3% |
| 7D | +12.4% | +0.3% | +12.1% | +12.3% |
| 30D | -19.8% | +11.1% | -30.9% | -22.3% |
| 3M | -10.3% | +14.7% | -25.0% | -14.1% |
| 6M | +1.2% | +18.8% | -17.5% | -4.6% |
| YTD | +123.0% | +5.7% | +117.3% | +119.6% |
| 1Y | +145.4% | -8.1% | +153.5% | +156.4% |
| 3Y | +368.6% | +64.0% | +304.6% | +284.9% |
| All | +368.6% | +63.5% | +305.1% | +284.9% |
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 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