+276.1%
EBAY vs SONY
+293.1%
-17.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.1% |
| 7D | +4.2% | -2.7% | +6.9% | +5.1% |
| 30D | +5.6% | +1.5% | +4.1% | +5.0% |
| 3M | -1.4% | +13.0% | -14.4% | -5.5% |
| 6M | +18.2% | +11.2% | +7.0% | +13.5% |
| YTD | +24.8% | -6.6% | +31.5% | +26.8% |
| 1Y | +18.0% | -18.1% | +36.1% | +24.9% |
| 3Y | +160.3% | +42.1% | +118.2% | +121.5% |
| 5Y | +62.1% | +11.0% | +51.1% | +47.0% |
| All | +276.1% | +293.1% | -17.0% | +139.3% |
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