+10.3%
GLXY vs SONY
-4.9%
+15.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -6.9% |
| 7D | +4.5% | -4.9% | +9.4% | +6.9% |
| 30D | +28.8% | -1.6% | +30.4% | +29.2% |
| 3M | -23.0% | +10.0% | -33.0% | -28.4% |
| 6M | +17.0% | +8.4% | +8.6% | +8.8% |
| YTD | +12.5% | -8.4% | +20.9% | +14.8% |
| 1Y | -5.4% | -18.4% | +13.0% | +3.3% |
| All | +10.3% | -4.9% | +15.2% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling