+252.1%
INTC vs SONY
+293.1%
-40.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.8% |
| 7D | +7.5% | -2.7% | +10.1% | +8.6% |
| 30D | +2.0% | +1.5% | +0.4% | +0.7% |
| 3M | -12.0% | +13.0% | -25.0% | -18.8% |
| 6M | +114.5% | +11.2% | +103.3% | +99.3% |
| YTD | +179.0% | -6.6% | +185.6% | +181.4% |
| 1Y | +318.3% | -18.1% | +336.4% | +351.9% |
| 3Y | +171.2% | +42.1% | +129.1% | +117.4% |
| 5Y | +107.6% | +11.0% | +96.5% | +83.3% |
| All | +252.1% | +293.1% | -40.9% | +96.4% |
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