-47.1%
EOSE vs SONY
-10.8%
-36.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.6% | +12.5% | +10.9% |
| 7D | +19.0% | -1.2% | +20.2% | +19.0% |
| 30D | +1.6% | +9.4% | -7.9% | +0.6% |
| 3M | -52.0% | +10.5% | -62.5% | -52.4% |
| 6M | -42.5% | +11.7% | -54.2% | -45.3% |
| YTD | -66.1% | -4.1% | -62.1% | -65.4% |
| 1Y | -47.1% | -11.8% | -35.4% | -39.0% |
| All | -47.1% | -10.8% | -36.3% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling