+27.3%
LIN vs SONY
-6.4%
+33.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.5% |
| 7D | +3.3% | +2.9% | +0.4% | +3.1% |
| 30D | +8.8% | +10.2% | -1.5% | +8.3% |
| 3M | +8.6% | +16.1% | -7.5% | +8.2% |
| 6M | +7.0% | +32.1% | -25.1% | +5.7% |
| YTD | +24.3% | +1.4% | +22.9% | +27.2% |
| 1Y | +27.3% | -7.0% | +34.3% | +32.0% |
| All | +27.3% | -6.4% | +33.6% | +32.0% |
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