-40.6%
INTU vs SONY
+40.0%
-80.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -2.9% |
| 7D | -7.5% | -5.2% | -2.4% | -6.0% |
| 30D | -1.9% | +0.3% | -2.2% | -2.0% |
| 3M | +4.9% | +6.2% | -1.4% | +2.8% |
| 6M | -33.2% | +9.5% | -42.8% | -35.2% |
| YTD | -51.4% | -8.1% | -43.3% | -50.4% |
| 1Y | -52.0% | -17.9% | -34.1% | -49.4% |
| All | -40.6% | +40.0% | -80.6% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling