+45.0%
BBY vs SONY
+42.2%
+2.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.6% |
| 7D | +0.6% | -2.7% | +3.3% | +1.4% |
| 30D | +9.4% | +1.5% | +7.9% | +8.8% |
| 3M | +19.3% | +13.0% | +6.3% | +14.5% |
| 6M | +47.9% | +11.2% | +36.7% | +41.8% |
| YTD | +39.6% | -6.6% | +46.2% | +42.4% |
| 1Y | +22.2% | -18.1% | +40.3% | +30.8% |
| 3Y | +45.0% | +42.1% | +2.9% | +27.8% |
| All | +45.0% | +42.2% | +2.7% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling