+318.3%
INTC vs SONY
-16.9%
+335.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.5% |
| 7D | +7.5% | -2.7% | +10.1% | +7.7% |
| 30D | +2.0% | +1.5% | +0.4% | +1.5% |
| 3M | -12.0% | +13.0% | -25.0% | -14.9% |
| 6M | +114.5% | +11.2% | +103.3% | +106.6% |
| YTD | +179.0% | -6.6% | +185.6% | +193.4% |
| 1Y | +318.3% | -18.1% | +336.4% | +394.4% |
| All | +318.3% | -16.9% | +335.2% | +394.4% |
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 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