+672.3%
AU vs SONY
+293.1%
+379.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | -4.3% | -2.7% | -1.6% | -3.7% |
| 30D | +7.3% | +1.5% | +5.8% | +6.8% |
| 3M | +26.3% | +13.0% | +13.3% | +22.4% |
| 6M | +1.8% | +11.2% | -9.5% | -1.1% |
| YTD | +26.8% | -6.6% | +33.5% | +27.9% |
| 1Y | +66.7% | -18.1% | +84.8% | +72.7% |
| 3Y | +579.1% | +42.1% | +537.0% | +521.1% |
| 5Y | +689.3% | +11.0% | +678.3% | +634.6% |
| All | +672.3% | +293.1% | +379.2% | +508.8% |
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