+151.3%
GEN vs SONY
+286.8%
-135.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -4.3% | -5.8% | +1.4% | -2.7% |
| 30D | +3.8% | -0.4% | +4.1% | +3.8% |
| 3M | +22.3% | +13.3% | +9.0% | +18.0% |
| 6M | +39.0% | +8.5% | +30.5% | +35.5% |
| YTD | +11.9% | -8.1% | +20.0% | +13.9% |
| 1Y | +4.5% | -17.9% | +22.4% | +9.2% |
| 3Y | +59.0% | +41.4% | +17.5% | +42.9% |
| 5Y | +22.0% | +9.3% | +12.7% | +14.7% |
| All | +151.3% | +286.8% | -135.5% | +63.0% |
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