+33.7%
EAT vs SONY
-16.9%
+50.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.4% |
| 7D | -7.7% | -2.7% | -5.0% | -7.1% |
| 30D | -13.6% | +1.5% | -15.1% | -13.9% |
| 3M | +33.9% | +13.0% | +20.9% | +30.2% |
| 6M | +47.2% | +11.2% | +36.0% | +41.5% |
| YTD | +48.1% | -6.6% | +54.7% | +46.7% |
| 1Y | +33.7% | -18.1% | +51.8% | +32.9% |
| All | +33.7% | -16.9% | +50.6% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling