+177.4%
GD vs SONY
+376.6%
-199.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.2% |
| 7D | -3.0% | +6.1% | -9.1% | -4.4% |
| 30D | +9.3% | +12.2% | -2.9% | +6.4% |
| 3M | -7.2% | +15.3% | -22.5% | -10.3% |
| 6M | +5.5% | +34.3% | -28.8% | -1.9% |
| YTD | +9.5% | +5.7% | +3.8% | +7.4% |
| 1Y | +6.4% | -2.3% | +8.8% | +6.2% |
| 3Y | +59.8% | +67.1% | -7.3% | +37.2% |
| 5Y | +98.0% | +13.0% | +85.0% | +85.4% |
| 10Y | +177.4% | +372.1% | -194.7% | +87.8% |
| All | +177.4% | +376.6% | -199.3% | +87.8% |
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