+36.3%
DIS vs SONY
+366.6%
-330.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +4.4% | +5.2% | -0.8% | +2.5% |
| 30D | +10.3% | +10.7% | -0.4% | +6.3% |
| 3M | +15.5% | +12.1% | +3.4% | +10.8% |
| 6M | +11.2% | +32.6% | -21.4% | 0.0% |
| YTD | +5.6% | +4.3% | +1.2% | +3.0% |
| 1Y | +7.7% | -4.5% | +12.3% | +8.3% |
| 3Y | +39.3% | +56.9% | -17.6% | +14.0% |
| 5Y | -29.5% | +12.5% | -42.0% | -36.4% |
| 10Y | +36.3% | +371.7% | -335.5% | -16.9% |
| All | +36.3% | +366.6% | -330.3% | -16.9% |
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