+32,355.3%
AVGO vs SONY
+368.7%
+31,986.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.2% | +7.2% | +4.6% |
| 7D | -0.3% | -5.2% | +4.9% | +1.7% |
| 30D | -13.8% | +0.3% | -14.1% | -14.2% |
| 3M | -6.9% | +6.2% | -13.2% | -9.9% |
| 6M | +11.9% | +9.5% | +2.4% | +6.7% |
| YTD | +6.9% | -8.1% | +15.0% | +8.9% |
| 1Y | +7.4% | -17.9% | +25.3% | +14.2% |
| 3Y | +345.6% | +41.5% | +304.1% | +273.8% |
| 5Y | +718.9% | +11.8% | +707.0% | +646.4% |
| 10Y | +2,755.4% | +275.4% | +2,479.9% | +1,595.1% |
| All | +32,355.3% | +368.7% | +31,986.6% | +17,454.0% |
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