+53.9%
DOCN vs SONY
-4.4%
+58.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.4% |
| 7D | -12.1% | +5.2% | -17.3% | -11.6% |
| 30D | -41.0% | +10.7% | -51.8% | -40.9% |
| 3M | -38.7% | +12.1% | -50.8% | -38.9% |
| 6M | -51.5% | +32.6% | -84.1% | -55.0% |
| YTD | +65.3% | +4.3% | +60.9% | +57.1% |
| 1Y | +53.9% | -4.5% | +58.4% | +47.9% |
| All | +53.9% | -4.4% | +58.3% | +47.9% |
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 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