+273.7%
ELV vs SONY
+293.1%
-19.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | +3.2% | -2.7% | +5.9% | +3.8% |
| 30D | +5.4% | +1.5% | +3.8% | +5.0% |
| 3M | +5.4% | +13.0% | -7.7% | +2.1% |
| 6M | +45.7% | +11.2% | +34.5% | +41.4% |
| YTD | +21.2% | -6.6% | +27.8% | +22.5% |
| 1Y | +35.6% | -18.1% | +53.7% | +41.0% |
| 3Y | -2.0% | +42.1% | -44.1% | -12.9% |
| 5Y | +26.0% | +11.0% | +15.0% | +17.8% |
| All | +273.7% | +293.1% | -19.3% | +151.5% |
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 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