-7.0%
IBM vs SO
+0.5%
-7.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.1% |
| 7D | +0.3% | +1.0% | -0.7% | +0.4% |
| 30D | -1.5% | -3.2% | +1.7% | -1.8% |
| 3M | -16.8% | -1.7% | -15.1% | -16.1% |
| 6M | -9.0% | -7.2% | -1.8% | -9.1% |
| YTD | -20.1% | +4.6% | -24.6% | -18.0% |
| 1Y | -7.0% | +1.2% | -8.2% | -2.2% |
| All | -7.0% | +0.5% | -7.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SO 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling