+2,332.1%
D vs SONY
+598.6%
+1,733.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -3.1% | -3.2% | +0.1% | -2.7% |
| 30D | +8.4% | +9.6% | -1.2% | +7.1% |
| 3M | +0.2% | +13.3% | -13.0% | -1.4% |
| 6M | +9.5% | +20.3% | -10.8% | +6.6% |
| YTD | +18.8% | +4.1% | +14.7% | +17.7% |
| 1Y | +14.7% | -11.9% | +26.6% | +16.0% |
| 3Y | +72.9% | +56.6% | +16.3% | +60.8% |
| 5Y | +13.1% | +10.9% | +2.2% | +8.9% |
| 10Y | +47.2% | +366.6% | -319.5% | +16.0% |
| All | +2,332.1% | +598.6% | +1,733.5% | +1,538.5% |
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