+11,164.8%
EAT vs SONY
+516.6%
+10,648.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.2% |
| 7D | -4.9% | -5.2% | +0.2% | -3.5% |
| 30D | -1.2% | +0.3% | -1.5% | -1.3% |
| 3M | +52.2% | +6.2% | +46.0% | +49.4% |
| 6M | +65.0% | +9.5% | +55.5% | +60.0% |
| YTD | +55.0% | -8.1% | +63.1% | +57.5% |
| 1Y | +42.1% | -17.9% | +60.0% | +48.4% |
| 3Y | +614.7% | +41.5% | +573.2% | +536.9% |
| 5Y | +322.7% | +11.8% | +310.9% | +299.9% |
| 10Y | +382.0% | +275.4% | +106.6% | +241.8% |
| All | +11,164.8% | +516.6% | +10,648.2% | +5,793.0% |
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