+237.5%
DOCN vs SONY
+63.5%
+173.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.6% |
| 7D | +19.1% | +0.3% | +18.8% | +19.0% |
| 30D | -21.0% | +11.1% | -32.1% | -24.3% |
| 3M | -34.7% | +14.7% | -49.4% | -38.7% |
| 6M | -45.8% | +18.8% | -64.6% | -50.2% |
| YTD | +79.4% | +5.7% | +73.6% | +72.5% |
| 1Y | +91.0% | -8.1% | +99.1% | +96.7% |
| 3Y | +237.5% | +64.0% | +173.5% | +165.6% |
| All | +237.5% | +63.5% | +173.9% | +165.6% |
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 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