+128.1%
DAL vs SONY
+376.6%
-248.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.2% |
| 7D | +10.0% | +6.1% | +4.0% | +7.2% |
| 30D | +12.0% | +12.2% | -0.2% | +6.7% |
| 3M | +0.8% | +15.3% | -14.6% | -5.3% |
| 6M | +26.2% | +34.3% | -8.1% | +10.0% |
| YTD | +33.7% | +5.7% | +28.0% | +28.7% |
| 1Y | +57.6% | -2.3% | +59.9% | +56.6% |
| 3Y | +183.5% | +67.1% | +116.3% | +117.1% |
| 5Y | +114.2% | +13.0% | +101.2% | +91.0% |
| 10Y | +128.1% | +372.1% | -243.9% | +16.5% |
| All | +128.1% | +376.6% | -248.5% | +16.5% |
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 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