+19.6%
GRMN vs SONY
-16.9%
+36.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.8% |
| 7D | +2.4% | -2.7% | +5.1% | +3.2% |
| 30D | -8.5% | +1.5% | -10.0% | -9.0% |
| 3M | +19.5% | +13.0% | +6.5% | +15.1% |
| 6M | +21.2% | +11.2% | +10.0% | +16.5% |
| YTD | +41.0% | -6.6% | +47.7% | +41.5% |
| 1Y | +19.6% | -18.1% | +37.7% | +25.8% |
| All | +19.6% | -16.9% | +36.5% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling