+159.7%
GILD vs SONY
+293.1%
-133.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.1% |
| 7D | -4.8% | -2.7% | -2.1% | -4.3% |
| 30D | +5.8% | +1.5% | +4.2% | +5.4% |
| 3M | +14.9% | +13.0% | +1.9% | +11.8% |
| 6M | -0.4% | +11.2% | -11.6% | -3.0% |
| YTD | +18.5% | -6.6% | +25.2% | +19.5% |
| 1Y | +25.1% | -18.1% | +43.2% | +29.4% |
| 3Y | +105.9% | +42.1% | +63.8% | +86.4% |
| 5Y | +143.0% | +11.0% | +131.9% | +128.1% |
| All | +159.7% | +293.1% | -133.3% | +90.1% |
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 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