+60.7%
BMY vs SONY
+293.1%
-232.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -4.8% | -2.7% | -2.1% | -4.4% |
| 30D | -0.1% | +1.5% | -1.6% | -0.4% |
| 3M | +13.1% | +13.0% | +0.1% | +10.9% |
| 6M | +8.4% | +11.2% | -2.8% | +6.3% |
| YTD | +22.0% | -6.6% | +28.6% | +22.7% |
| 1Y | +40.3% | -18.1% | +58.4% | +43.7% |
| 3Y | +20.5% | +42.1% | -21.6% | +10.9% |
| 5Y | +23.7% | +11.0% | +12.7% | +17.6% |
| All | +60.7% | +293.1% | -232.3% | +22.1% |
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