+5,147.3%
GRMN vs SONY
+78.7%
+5,068.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | -1.4% | -4.9% | +3.5% | +0.3% |
| 30D | -13.1% | -1.6% | -11.5% | -12.7% |
| 3M | +14.9% | +10.0% | +4.9% | +11.0% |
| 6M | +13.1% | +8.4% | +4.7% | +9.3% |
| YTD | +35.3% | -8.4% | +43.7% | +38.2% |
| 1Y | +16.0% | -18.4% | +34.3% | +22.8% |
| 3Y | +179.6% | +41.0% | +138.6% | +141.9% |
| 5Y | +75.0% | +9.3% | +65.7% | +62.6% |
| 10Y | +644.1% | +281.7% | +362.4% | +344.9% |
| All | +5,147.3% | +78.7% | +5,068.7% | +2,799.3% |
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