+7,085.5%
DRI vs SONY
+500.2%
+6,585.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | +0.6% | -1.2% | +1.7% | +0.9% |
| 30D | +3.8% | +9.4% | -5.6% | +1.5% |
| 3M | +13.0% | +10.5% | +2.5% | +10.0% |
| 6M | +8.3% | +11.7% | -3.4% | +4.8% |
| YTD | +20.6% | -4.1% | +24.7% | +21.0% |
| 1Y | +6.5% | -11.8% | +18.2% | +8.6% |
| 3Y | +53.7% | +45.9% | +7.8% | +35.5% |
| 5Y | +72.7% | +16.3% | +56.4% | +59.5% |
| 10Y | +363.2% | +297.6% | +65.5% | +215.0% |
| All | +7,085.5% | +500.2% | +6,585.3% | +3,904.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling