+51.8%
BEN vs SONY
+293.1%
-241.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.7% |
| 7D | -3.1% | -2.7% | -0.4% | -2.1% |
| 30D | +0.2% | +1.5% | -1.4% | -0.6% |
| 3M | +6.8% | +13.0% | -6.2% | +0.9% |
| 6M | +38.1% | +11.2% | +26.9% | +30.9% |
| YTD | +44.3% | -6.6% | +51.0% | +46.5% |
| 1Y | +42.6% | -18.1% | +60.7% | +52.4% |
| 3Y | +52.3% | +42.1% | +10.2% | +24.7% |
| 5Y | +37.6% | +11.0% | +26.6% | +23.7% |
| All | +51.8% | +293.1% | -241.3% | -5.1% |
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 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