+2,047.2%
GNRC vs SONY
+294.9%
+1,752.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.7% | -5.8% | +5.0% | +1.4% |
| 30D | -15.8% | -0.4% | -15.5% | -15.9% |
| 3M | -24.0% | +13.3% | -37.3% | -28.4% |
| 6M | -13.8% | +8.5% | -22.3% | -17.8% |
| YTD | +33.2% | -8.1% | +41.3% | +35.1% |
| 1Y | -1.8% | -17.9% | +16.1% | +3.9% |
| 3Y | +57.7% | +41.4% | +16.3% | +32.2% |
| 5Y | -59.7% | +9.3% | -69.0% | -62.9% |
| 10Y | +430.7% | +283.0% | +147.7% | +239.1% |
| All | +2,047.2% | +294.9% | +1,752.3% | +1,309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling