+669.0%
GRMN vs SONY
+293.1%
+375.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.6% |
| 7D | +2.4% | -2.7% | +5.1% | +3.5% |
| 30D | -8.5% | +1.5% | -10.0% | -9.1% |
| 3M | +19.5% | +13.0% | +6.5% | +13.6% |
| 6M | +21.2% | +11.2% | +10.0% | +15.5% |
| YTD | +41.0% | -6.6% | +47.7% | +43.4% |
| 1Y | +19.6% | -18.1% | +37.7% | +27.5% |
| 3Y | +183.8% | +42.1% | +141.7% | +139.1% |
| 5Y | +83.0% | +11.0% | +72.0% | +66.1% |
| All | +669.0% | +293.1% | +375.9% | +361.1% |
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 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