+1,025.2%
C vs SONY
+609.1%
+416.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.4% |
| 7D | -0.9% | +6.1% | -7.0% | -3.6% |
| 30D | -5.4% | +12.2% | -17.6% | -10.2% |
| 3M | -9.2% | +15.3% | -24.5% | -15.0% |
| 6M | -1.8% | +34.3% | -36.1% | -14.8% |
| YTD | +6.7% | +5.7% | +1.0% | +2.1% |
| 1Y | +23.5% | -2.3% | +25.9% | +22.0% |
| 3Y | +219.8% | +67.1% | +152.6% | +144.7% |
| 5Y | +112.4% | +13.0% | +99.4% | +88.5% |
| 10Y | +220.1% | +372.1% | -152.0% | +48.6% |
| All | +1,025.2% | +609.1% | +416.1% | +283.2% |
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