+358.4%
LIN vs SONY
+271.8%
+86.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -0.7% |
| 7D | -3.5% | -5.2% | +1.7% | -1.9% |
| 30D | -4.1% | +0.3% | -4.4% | -4.2% |
| 3M | -6.4% | +6.2% | -12.6% | -8.5% |
| 6M | -2.4% | +9.5% | -12.0% | -5.9% |
| YTD | +10.9% | -8.1% | +19.0% | +12.8% |
| 1Y | 0.0% | -17.9% | +18.0% | +5.1% |
| 3Y | +25.8% | +41.5% | -15.7% | +6.8% |
| 5Y | +60.8% | +11.8% | +49.0% | +45.7% |
| 10Y | +358.4% | +275.4% | +83.0% | +199.0% |
| All | +358.4% | +271.8% | +86.5% | +199.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling