+3,552.3%
ASX vs SONY
+46.4%
+3,505.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.9% |
| 7D | -0.7% | -1.2% | +0.5% | -0.2% |
| 30D | +2.0% | +9.4% | -7.5% | -2.3% |
| 3M | -1.3% | +10.5% | -11.8% | -6.9% |
| 6M | +71.4% | +11.7% | +59.7% | +60.1% |
| YTD | +135.3% | -4.1% | +139.4% | +134.8% |
| 1Y | +267.5% | -11.8% | +279.3% | +279.5% |
| 3Y | +388.5% | +45.9% | +342.6% | +290.8% |
| 5Y | +417.1% | +16.3% | +400.8% | +358.5% |
| 10Y | +872.7% | +297.6% | +575.1% | +374.1% |
| All | +3,552.3% | +46.4% | +3,505.9% | +1,800.5% |
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