+2,770.9%
AVGO vs SONY
+293.1%
+2,477.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.5% |
| 7D | +1.1% | -2.7% | +3.8% | +2.4% |
| 30D | -13.0% | +1.5% | -14.5% | -14.0% |
| 3M | -6.0% | +13.0% | -19.0% | -12.6% |
| 6M | +6.4% | +11.2% | -4.8% | -0.7% |
| YTD | +5.0% | -6.6% | +11.6% | +6.7% |
| 1Y | +1.4% | -18.1% | +19.5% | +9.8% |
| 3Y | +336.8% | +42.1% | +294.7% | +243.3% |
| 5Y | +698.2% | +11.0% | +687.2% | +601.9% |
| All | +2,770.9% | +293.1% | +2,477.9% | +1,290.1% |
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