+116.3%
DAL vs SONY
+363.0%
-246.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.6% |
| 7D | +2.3% | +2.1% | +0.2% | +1.2% |
| 30D | +14.3% | +9.2% | +5.1% | +10.0% |
| 3M | +1.3% | +12.2% | -10.9% | -3.8% |
| 6M | +29.3% | +24.4% | +4.9% | +16.6% |
| YTD | +33.0% | +3.5% | +29.5% | +29.1% |
| 1Y | +59.8% | -9.2% | +69.0% | +64.0% |
| 3Y | +177.2% | +55.6% | +121.6% | +119.1% |
| 5Y | +118.4% | +12.0% | +106.4% | +95.4% |
| All | +116.3% | +363.0% | -246.7% | +10.1% |
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