+70,760.1%
BBY vs SONY
+514.2%
+70,245.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | +1.2% | -4.9% | +6.1% | +2.9% |
| 30D | +6.8% | -1.6% | +8.4% | +7.3% |
| 3M | +18.7% | +10.0% | +8.7% | +14.4% |
| 6M | +37.3% | +8.4% | +28.9% | +32.0% |
| YTD | +35.3% | -8.4% | +43.7% | +37.7% |
| 1Y | +20.7% | -18.4% | +39.0% | +27.6% |
| 3Y | +39.4% | +41.0% | -1.5% | +19.7% |
| 5Y | -1.5% | +9.3% | -10.7% | -8.6% |
| 10Y | +239.8% | +281.7% | -41.9% | +102.5% |
| All | +70,760.1% | +514.2% | +70,245.9% | +35,291.4% |
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