+14,280.4%
INTU vs SONY
+793.5%
+13,486.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.8% |
| 7D | -7.1% | -1.2% | -5.9% | -6.7% |
| 30D | +1.5% | +9.4% | -8.0% | -1.9% |
| 3M | +10.7% | +10.5% | +0.2% | +6.7% |
| 6M | -23.8% | +11.7% | -35.5% | -27.3% |
| YTD | -49.3% | -4.1% | -45.2% | -49.0% |
| 1Y | -49.7% | -11.8% | -37.9% | -48.0% |
| 3Y | -38.0% | +45.9% | -83.9% | -47.9% |
| 5Y | -38.7% | +16.3% | -55.0% | -44.3% |
| 10Y | +221.3% | +297.6% | -76.3% | +86.4% |
| All | +14,280.4% | +793.5% | +13,486.9% | +6,141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling