+289.3%
INTC vs SONY
-10.8%
+300.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +4.7% |
| 7D | +7.1% | -1.2% | +8.2% | +7.2% |
| 30D | -5.2% | +9.4% | -14.7% | -6.6% |
| 3M | -14.3% | +10.5% | -24.8% | -15.1% |
| 6M | +110.2% | +11.7% | +98.5% | +104.1% |
| YTD | +159.6% | -4.1% | +163.7% | +170.2% |
| 1Y | +289.3% | -11.8% | +301.1% | +328.3% |
| All | +289.3% | -10.8% | +300.1% | +328.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling