+977.1%
BE vs SONY
+129.8%
+847.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | +23.9% | -4.9% | +28.8% | +28.2% |
| 30D | +27.8% | -1.6% | +29.4% | +28.4% |
| 3M | +3.7% | +10.0% | -6.3% | -7.1% |
| 6M | +78.0% | +8.4% | +69.5% | +59.5% |
| YTD | +209.9% | -8.4% | +218.3% | +216.8% |
| 1Y | +389.6% | -18.4% | +408.0% | +449.2% |
| 3Y | +1,730.6% | +41.0% | +1,689.6% | +1,100.1% |
| 5Y | +1,227.8% | +9.3% | +1,218.5% | +1,013.5% |
| All | +977.1% | +129.8% | +847.3% | +464.8% |
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 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