+76.9%
GRMN vs SONY
+7.9%
+69.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.8% | -5.8% | +4.0% | +0.4% |
| 30D | -12.1% | -0.4% | -11.7% | -12.1% |
| 3M | +18.0% | +13.3% | +4.7% | +12.2% |
| 6M | +13.7% | +8.5% | +5.2% | +9.4% |
| YTD | +35.3% | -8.1% | +43.4% | +38.4% |
| 1Y | +17.2% | -17.9% | +35.2% | +25.0% |
| 3Y | +179.6% | +41.4% | +138.2% | +135.7% |
| All | +76.9% | +7.9% | +69.0% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling