+367.4%
EAT vs SONY
+293.1%
+74.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.8% |
| 7D | -7.7% | -2.7% | -5.0% | -6.5% |
| 30D | -13.6% | +1.5% | -15.1% | -14.3% |
| 3M | +33.9% | +13.0% | +20.9% | +25.8% |
| 6M | +47.2% | +11.2% | +36.0% | +38.2% |
| YTD | +48.1% | -6.6% | +54.7% | +50.9% |
| 1Y | +33.7% | -18.1% | +51.8% | +44.3% |
| 3Y | +595.8% | +42.1% | +553.7% | +451.3% |
| 5Y | +314.4% | +11.0% | +303.3% | +265.2% |
| All | +367.4% | +293.1% | +74.3% | +203.3% |
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 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