+94.9%
DOCU vs SONY
+60.0%
+34.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | -0.4% | +2.1% | -2.5% | -1.3% |
| 30D | +12.9% | +9.2% | +3.7% | +9.2% |
| 3M | +35.1% | +12.2% | +22.9% | +29.1% |
| 6M | +76.2% | +24.4% | +51.8% | +62.1% |
| YTD | +17.2% | +3.5% | +13.7% | +14.9% |
| 1Y | +16.4% | -9.2% | +25.6% | +20.2% |
| All | +94.9% | +60.0% | +34.9% | +68.3% |
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