+25.7%
GPN vs SONY
+293.1%
-267.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.7% |
| 7D | -4.3% | -2.7% | -1.6% | -3.2% |
| 30D | 0.0% | +1.5% | -1.5% | -0.8% |
| 3M | +35.8% | +13.0% | +22.8% | +28.2% |
| 6M | +22.0% | +11.2% | +10.8% | +15.2% |
| YTD | +15.2% | -6.6% | +21.8% | +17.2% |
| 1Y | +3.5% | -18.1% | +21.6% | +11.4% |
| 3Y | -26.9% | +42.1% | -69.0% | -41.8% |
| 5Y | -44.2% | +11.0% | -55.3% | -51.0% |
| All | +25.7% | +293.1% | -267.4% | -32.9% |
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 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