+54.0%
DOCN vs SONY
-4.4%
+58.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +2.3% |
| 7D | -19.2% | +6.7% | -25.9% | -18.6% |
| 30D | -43.1% | +14.8% | -57.9% | -42.9% |
| 3M | -40.7% | +16.9% | -57.6% | -41.1% |
| 6M | -55.0% | +30.2% | -85.2% | -57.2% |
| YTD | +50.6% | +5.5% | +45.2% | +43.3% |
| 1Y | +54.0% | -4.6% | +58.5% | +47.6% |
| All | +54.0% | -4.4% | +58.4% | +47.6% |
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