+42.1%
BEN vs SONY
-10.8%
+52.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.8% |
| 7D | +0.2% | -1.2% | +1.4% | +0.4% |
| 30D | -0.5% | +9.4% | -10.0% | -2.6% |
| 3M | +9.7% | +10.5% | -0.8% | +7.2% |
| 6M | +33.9% | +11.7% | +22.2% | +29.2% |
| YTD | +49.0% | -4.1% | +53.0% | +50.5% |
| 1Y | +42.1% | -11.8% | +53.9% | +49.6% |
| All | +42.1% | -10.8% | +52.9% | +49.6% |
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