-27.1%
GPN vs SONY
+42.2%
-69.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -4.6% | -2.7% | -1.9% | -3.9% |
| 30D | -0.3% | +1.5% | -1.8% | -0.7% |
| 3M | +35.4% | +13.0% | +22.4% | +30.7% |
| 6M | +21.7% | +11.2% | +10.4% | +17.6% |
| YTD | +14.9% | -6.6% | +21.5% | +16.5% |
| 1Y | +3.2% | -18.1% | +21.3% | +8.8% |
| 3Y | -27.1% | +42.1% | -69.2% | -37.1% |
| All | -27.1% | +42.2% | -69.4% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling