+2.0%
FISV vs SONY
+293.1%
-291.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.9% |
| 7D | -2.7% | -2.7% | 0.0% | -1.7% |
| 30D | 0.0% | +1.5% | -1.5% | -0.5% |
| 3M | -2.8% | +13.0% | -15.8% | -6.9% |
| 6M | -11.8% | +11.2% | -23.0% | -15.6% |
| YTD | -23.2% | -6.6% | -16.6% | -22.0% |
| 1Y | -62.0% | -18.1% | -43.9% | -59.4% |
| 3Y | -57.6% | +42.1% | -99.7% | -64.0% |
| 5Y | -53.4% | +11.0% | -64.4% | -57.5% |
| All | +2.0% | +293.1% | -291.1% | -37.0% |
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 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