+225.5%
HOOD vs SONY
+15.4%
+210.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.0% |
| 7D | -9.1% | -5.8% | -3.4% | -4.8% |
| 30D | +20.1% | -0.4% | +20.5% | +20.1% |
| 3M | +31.2% | +13.3% | +17.9% | +17.0% |
| 6M | +44.3% | +8.5% | +35.8% | +32.0% |
| YTD | +0.2% | -8.1% | +8.3% | +5.2% |
| 1Y | -3.5% | -17.9% | +14.4% | +10.5% |
| 3Y | +955.2% | +41.4% | +913.8% | +644.4% |
| 5Y | +175.3% | +9.3% | +166.0% | +155.1% |
| All | +225.5% | +15.4% | +210.1% | +201.5% |
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