+1,003.0%
BE vs SONY
+134.3%
+868.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +5.5% |
| 7D | +9.0% | -2.7% | +11.7% | +10.9% |
| 30D | +16.3% | +1.5% | +14.7% | +14.1% |
| 3M | +10.8% | +13.0% | -2.2% | -3.0% |
| 6M | +73.2% | +11.2% | +62.0% | +52.4% |
| YTD | +217.4% | -6.6% | +224.0% | +219.8% |
| 1Y | +309.8% | -18.1% | +327.9% | +359.5% |
| 3Y | +1,726.2% | +42.1% | +1,684.1% | +1,093.2% |
| 5Y | +1,306.2% | +11.0% | +1,295.1% | +1,066.2% |
| All | +1,003.0% | +134.3% | +868.7% | +470.3% |
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