+1,218.2%
BE vs SONY
+8.8%
+1,209.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.2% |
| 7D | +9.7% | -5.8% | +15.5% | +13.8% |
| 30D | +22.4% | -0.4% | +22.8% | +21.8% |
| 3M | +10.4% | +13.3% | -2.9% | -3.0% |
| 6M | +67.9% | +8.5% | +59.4% | +51.4% |
| YTD | +197.5% | -8.1% | +205.6% | +205.4% |
| 1Y | +310.6% | -17.9% | +328.5% | +362.2% |
| 3Y | +1,657.2% | +41.4% | +1,615.8% | +1,012.0% |
| 5Y | +1,218.2% | +9.3% | +1,208.9% | +1,026.5% |
| All | +1,218.2% | +8.8% | +1,209.4% | +1,026.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling