+246.5%
BBY vs SONY
+293.1%
-46.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.4% |
| 7D | +0.6% | -2.7% | +3.3% | +1.7% |
| 30D | +9.4% | +1.5% | +7.9% | +8.6% |
| 3M | +19.3% | +13.0% | +6.3% | +12.6% |
| 6M | +47.9% | +11.2% | +36.7% | +39.2% |
| YTD | +39.6% | -6.6% | +46.2% | +41.8% |
| 1Y | +22.2% | -18.1% | +40.3% | +31.4% |
| 3Y | +45.0% | +42.1% | +2.9% | +17.8% |
| 5Y | +2.6% | +11.0% | -8.5% | -8.8% |
| All | +246.5% | +293.1% | -46.5% | +91.1% |
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