+294.7%
C vs SONY
+276.5%
+18.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +2.6% | -4.9% | +7.5% | +4.7% |
| 30D | +1.9% | -1.6% | +3.5% | +2.5% |
| 3M | +2.8% | +10.0% | -7.2% | -2.1% |
| 6M | +30.6% | +8.4% | +22.1% | +24.4% |
| YTD | +19.9% | -8.4% | +28.3% | +22.8% |
| 1Y | +44.6% | -18.4% | +62.9% | +55.2% |
| 3Y | +272.1% | +41.0% | +231.2% | +204.0% |
| 5Y | +132.0% | +9.3% | +122.7% | +107.5% |
| 10Y | +294.7% | +281.7% | +13.0% | +131.4% |
| All | +294.7% | +276.5% | +18.2% | +131.4% |
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