+63.4%
GEN vs SONY
+39.5%
+23.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -2.9% | -4.9% | +2.0% | -1.2% |
| 30D | +2.1% | -1.6% | +3.6% | +2.6% |
| 3M | +19.7% | +10.0% | +9.7% | +15.7% |
| 6M | +33.3% | +8.4% | +24.8% | +29.3% |
| YTD | +11.1% | -8.4% | +19.6% | +13.0% |
| 1Y | +3.0% | -18.4% | +21.4% | +7.8% |
| All | +63.4% | +39.5% | +23.9% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling