+10,269.2%
FISV vs SONY
+516.3%
+9,752.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.2% | +0.5% |
| 7D | -7.2% | -5.8% | -1.4% | -5.5% |
| 30D | -7.2% | -0.4% | -6.8% | -7.1% |
| 3M | -8.2% | +13.3% | -21.5% | -11.7% |
| 6M | -17.7% | +8.5% | -26.2% | -20.2% |
| YTD | -27.2% | -8.1% | -19.0% | -25.9% |
| 1Y | -63.0% | -17.9% | -45.1% | -60.9% |
| 3Y | -59.8% | +41.4% | -101.2% | -64.8% |
| 5Y | -55.8% | +9.3% | -65.1% | -58.8% |
| 10Y | -2.4% | +283.0% | -285.4% | -39.0% |
| All | +10,269.2% | +516.3% | +9,752.9% | +4,753.7% |
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