+15,531.3%
BN vs SONY
+609.3%
+14,922.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.1% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | +14.0% | +11.1% | +2.8% | +10.3% |
| 3M | -9.0% | +14.7% | -23.7% | -12.8% |
| 6M | -8.8% | +18.8% | -27.6% | -14.0% |
| YTD | -10.3% | +5.7% | -16.0% | -12.7% |
| 1Y | -5.8% | -8.1% | +2.2% | -4.5% |
| 3Y | +94.8% | +64.0% | +30.8% | +64.8% |
| 5Y | +31.5% | +12.6% | +18.8% | +23.4% |
| 10Y | +291.9% | +373.8% | -81.9% | +146.7% |
| All | +15,531.3% | +609.3% | +14,922.0% | +7,021.2% |
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