+40.1%
GILD vs SONY
-1.3%
+41.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.1% | -10.1% | -4.9% |
| 7D | +1.2% | +8.1% | -6.9% | -0.1% |
| 30D | +16.2% | +15.5% | +0.7% | +13.5% |
| 3M | +27.9% | +22.7% | +5.2% | +23.6% |
| 6M | +27.1% | +36.9% | -9.8% | +19.6% |
| YTD | +39.0% | +7.6% | +31.4% | +34.2% |
| 1Y | +40.1% | -1.9% | +42.0% | +38.1% |
| All | +40.1% | -1.3% | +41.3% | +38.1% |
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