+240.7%
DOCN vs SONY
+60.0%
+180.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.8% | +10.4% | +9.8% |
| 7D | +3.7% | +2.1% | +1.6% | +2.6% |
| 30D | -33.7% | +9.2% | -42.9% | -36.2% |
| 3M | -27.9% | +12.2% | -40.1% | -31.8% |
| 6M | -46.4% | +24.4% | -70.9% | -52.2% |
| YTD | +81.1% | +3.5% | +77.6% | +75.3% |
| 1Y | +74.3% | -9.2% | +83.5% | +79.7% |
| All | +240.7% | +60.0% | +180.7% | +169.9% |
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 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