+724.9%
DELL vs SONY
+42.2%
+682.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +11.4% |
| 7D | +8.2% | -2.7% | +10.9% | +9.3% |
| 30D | +17.1% | +1.5% | +15.6% | +16.1% |
| 3M | +45.2% | +13.0% | +32.2% | +36.4% |
| 6M | +286.8% | +11.2% | +275.6% | +264.4% |
| YTD | +354.8% | -6.6% | +361.4% | +364.1% |
| 1Y | +358.3% | -18.1% | +376.4% | +395.0% |
| 3Y | +724.9% | +42.1% | +682.8% | +628.8% |
| All | +724.9% | +42.2% | +682.7% | +628.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling