+696.9%
AVGO vs SONY
+9.6%
+687.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.4% |
| 7D | +1.1% | -2.7% | +3.8% | +2.3% |
| 30D | -13.0% | +1.5% | -14.5% | -13.9% |
| 3M | -6.0% | +13.0% | -19.0% | -12.2% |
| 6M | +6.4% | +11.2% | -4.8% | -0.4% |
| YTD | +5.0% | -6.6% | +11.6% | +6.9% |
| 1Y | +1.4% | -18.1% | +19.5% | +10.0% |
| 3Y | +336.8% | +42.1% | +294.7% | +240.3% |
| All | +696.9% | +9.6% | +687.3% | +607.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling