+319.1%
DELL vs SONY
-10.8%
+329.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.8% |
| 7D | +14.9% | -1.2% | +16.0% | +15.1% |
| 30D | +13.3% | +9.4% | +3.8% | +10.8% |
| 3M | +24.4% | +10.5% | +13.9% | +21.2% |
| 6M | +258.0% | +11.7% | +246.3% | +244.1% |
| YTD | +320.2% | -4.1% | +324.3% | +328.8% |
| 1Y | +319.1% | -11.8% | +330.8% | +358.4% |
| All | +319.1% | -10.8% | +329.9% | +358.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling