+84.2%
DOCN vs SONY
+32.7%
+51.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.8% | +7.9% |
| 7D | -12.8% | +6.1% | -18.9% | -17.0% |
| 30D | -41.9% | +12.2% | -54.1% | -47.1% |
| 3M | -36.9% | +15.3% | -52.3% | -44.3% |
| 6M | -52.2% | +34.3% | -86.5% | -63.3% |
| YTD | +62.7% | +5.7% | +57.0% | +49.6% |
| 1Y | +58.2% | -2.3% | +60.6% | +53.8% |
| 3Y | +219.5% | +67.1% | +152.3% | +82.2% |
| 5Y | -32.9% | +13.0% | -45.9% | -45.5% |
| All | +84.2% | +32.7% | +51.6% | +36.3% |
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