+98.5%
FLEX vs SONY
-10.8%
+109.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.8% |
| 7D | -0.9% | -1.2% | +0.3% | -0.7% |
| 30D | -10.1% | +9.4% | -19.6% | -12.0% |
| 3M | -31.3% | +10.5% | -41.8% | -32.4% |
| 6M | +71.3% | +11.7% | +59.6% | +62.2% |
| YTD | +81.2% | -4.1% | +85.3% | +79.5% |
| 1Y | +98.5% | -11.8% | +110.3% | +108.3% |
| All | +98.5% | -10.8% | +109.3% | +108.3% |
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