+95.7%
DOCU vs SONY
+198.6%
-102.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -4.8% | +6.1% | -10.9% | -8.3% |
| 30D | +9.4% | +12.2% | -2.8% | +1.8% |
| 3M | +29.0% | +15.3% | +13.7% | +17.7% |
| 6M | +62.3% | +34.3% | +28.0% | +34.5% |
| YTD | +13.7% | +5.7% | +8.0% | +7.9% |
| 1Y | +11.5% | -2.3% | +13.9% | +11.0% |
| 3Y | +94.2% | +67.1% | +27.0% | +28.9% |
| 5Y | -71.7% | +13.0% | -84.7% | -76.0% |
| All | +95.7% | +198.6% | -102.9% | +2.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling