+9,941.5%
EAT vs SONY
+609.3%
+9,332.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | -0.1% |
| 7D | -4.0% | +0.3% | -4.2% | -4.1% |
| 30D | -2.9% | +11.1% | -14.0% | -5.8% |
| 3M | -16.9% | +14.7% | -31.5% | -20.1% |
| 6M | +57.0% | +18.8% | +38.2% | +48.8% |
| YTD | +38.2% | +5.7% | +32.4% | +34.9% |
| 1Y | +69.3% | -8.1% | +77.3% | +71.4% |
| 3Y | +483.0% | +64.0% | +419.0% | +399.1% |
| 5Y | +364.1% | +12.6% | +351.5% | +337.0% |
| 10Y | +320.8% | +373.8% | -53.0% | +181.2% |
| All | +9,941.5% | +609.3% | +9,332.2% | +4,947.5% |
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