+44.6%
C vs SONY
-18.5%
+63.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +2.6% | -4.9% | +7.5% | +3.4% |
| 30D | +1.9% | -1.6% | +3.5% | +2.2% |
| 3M | +2.8% | +10.0% | -7.2% | +1.0% |
| 6M | +30.6% | +8.4% | +22.1% | +28.0% |
| YTD | +19.9% | -8.4% | +28.3% | +23.1% |
| 1Y | +44.6% | -18.4% | +62.9% | +54.8% |
| All | +44.6% | -18.5% | +63.0% | +54.8% |
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