+55.3%
BE vs SONY
-6.4%
+61.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -6.2% |
| 7D | -12.1% | +2.9% | -15.0% | -12.0% |
| 30D | -30.1% | +10.2% | -40.3% | -30.1% |
| 3M | -12.1% | +16.1% | -28.3% | -12.9% |
| 6M | -30.6% | +32.1% | -62.7% | -35.7% |
| YTD | +130.6% | +1.4% | +129.3% | +161.7% |
| 1Y | +55.3% | -7.0% | +62.3% | +98.1% |
| All | +55.3% | -6.4% | +61.7% | +98.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling