-46.7%
INTU vs SONY
-9.8%
-36.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.1% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +10.1% | +11.1% | -1.1% | +5.8% |
| 3M | -4.2% | +14.7% | -18.8% | -8.7% |
| 6M | -7.2% | +18.8% | -26.0% | -14.2% |
| YTD | -47.7% | +5.7% | -53.4% | -49.5% |
| 1Y | -46.7% | -8.1% | -38.6% | -45.5% |
| All | -46.7% | -9.8% | -36.9% | -45.5% |
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 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