+57.0%
EAT vs SONY
+17.9%
+39.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | +0.3% |
| 7D | -4.0% | +0.3% | -4.2% | -4.0% |
| 30D | -2.9% | +11.1% | -14.0% | -3.8% |
| 3M | -16.9% | +14.7% | -31.5% | -17.6% |
| 6M | +57.0% | +18.8% | +38.2% | +50.4% |
| All | +57.0% | +17.9% | +39.1% | +50.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling