+14,263.1%
DE vs SONY
+514.2%
+13,748.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -3.0% | -4.9% | +1.9% | -1.6% |
| 30D | +11.1% | -1.6% | +12.7% | +11.6% |
| 3M | +17.6% | +10.0% | +7.6% | +13.7% |
| 6M | +13.6% | +8.4% | +5.2% | +10.0% |
| YTD | +46.3% | -8.4% | +54.7% | +48.8% |
| 1Y | +44.2% | -18.4% | +62.5% | +51.2% |
| 3Y | +76.6% | +41.0% | +35.6% | +53.5% |
| 5Y | +98.2% | +9.3% | +89.0% | +82.5% |
| 10Y | +863.5% | +281.7% | +581.8% | +492.7% |
| All | +14,263.1% | +514.2% | +13,748.9% | +5,850.7% |
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