+2,351.9%
D vs SONY
+594.1%
+1,757.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.3% |
| 7D | -2.4% | +2.1% | -4.5% | -2.7% |
| 30D | +9.0% | +9.2% | -0.2% | +7.8% |
| 3M | +1.0% | +12.2% | -11.2% | -0.6% |
| 6M | +11.0% | +24.4% | -13.4% | +7.6% |
| YTD | +19.8% | +3.5% | +16.3% | +18.7% |
| 1Y | +16.0% | -9.2% | +25.1% | +16.8% |
| 3Y | +74.4% | +55.6% | +18.8% | +62.3% |
| 5Y | +13.5% | +12.0% | +1.6% | +9.1% |
| 10Y | +48.4% | +363.7% | -315.3% | +17.0% |
| All | +2,351.9% | +594.1% | +1,757.7% | +1,553.2% |
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