+324.3%
DOCN vs SONY
+46.9%
+277.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.5% |
| 7D | +1.1% | -1.2% | +2.3% | +1.6% |
| 30D | -9.6% | +9.4% | -19.1% | -13.4% |
| 3M | -37.7% | +10.5% | -48.2% | -41.1% |
| 6M | +115.2% | +11.7% | +103.5% | +101.1% |
| YTD | +133.7% | -4.1% | +137.8% | +134.8% |
| 1Y | +250.2% | -11.8% | +261.9% | +265.4% |
| All | +324.3% | +46.9% | +277.3% | +239.2% |
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