+3,033.3%
EQT vs SONY
+516.3%
+2,517.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -1.2% | -5.8% | +4.6% | +0.2% |
| 30D | +1.1% | -0.4% | +1.5% | +1.1% |
| 3M | +4.8% | +13.3% | -8.5% | +1.4% |
| 6M | -10.6% | +8.5% | -19.1% | -12.9% |
| YTD | +3.4% | -8.1% | +11.6% | +4.6% |
| 1Y | +8.7% | -17.9% | +26.6% | +12.8% |
| 3Y | +35.0% | +41.4% | -6.5% | +21.4% |
| 5Y | +204.2% | +9.3% | +195.0% | +187.9% |
| 10Y | +52.5% | +283.0% | -230.5% | +5.7% |
| All | +3,033.3% | +516.3% | +2,517.0% | +1,640.9% |
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