+182.7%
GRMN vs SONY
+42.2%
+140.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.3% |
| 7D | +2.0% | -2.7% | +4.7% | +2.9% |
| 30D | -8.8% | +1.5% | -10.3% | -9.4% |
| 3M | +19.0% | +13.0% | +6.0% | +14.1% |
| 6M | +20.7% | +11.2% | +9.5% | +15.8% |
| YTD | +40.5% | -6.6% | +47.1% | +42.5% |
| 1Y | +19.1% | -18.1% | +37.2% | +26.1% |
| 3Y | +182.7% | +42.1% | +140.6% | +148.7% |
| All | +182.7% | +42.2% | +140.5% | +148.7% |
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