+2,494.6%
GPN vs SONY
+88.2%
+2,406.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.4% | +1.7% |
| 7D | -3.5% | -5.8% | +2.3% | -1.7% |
| 30D | +3.1% | -0.4% | +3.5% | +3.2% |
| 3M | +42.3% | +13.3% | +29.0% | +36.6% |
| 6M | +20.9% | +8.5% | +12.4% | +17.1% |
| YTD | +15.2% | -8.1% | +23.3% | +17.2% |
| 1Y | +5.4% | -17.9% | +23.4% | +10.8% |
| 3Y | -27.4% | +41.4% | -68.8% | -36.9% |
| 5Y | -44.2% | +9.3% | -53.5% | -48.0% |
| 10Y | +27.4% | +283.0% | -255.6% | -17.7% |
| All | +2,494.6% | +88.2% | +2,406.4% | +1,583.8% |
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