+412.1%
LIN vs SONY
+366.6%
+45.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +2.0% | +5.2% | -3.2% | +0.4% |
| 30D | +7.9% | +10.7% | -2.9% | +4.5% |
| 3M | +6.3% | +12.1% | -5.8% | +2.5% |
| 6M | +6.5% | +32.6% | -26.1% | -3.1% |
| YTD | +23.6% | +4.3% | +19.2% | +20.8% |
| 1Y | +25.7% | -4.5% | +30.2% | +26.2% |
| 3Y | +35.6% | +56.9% | -21.3% | +11.7% |
| 5Y | +65.9% | +12.5% | +53.4% | +51.0% |
| 10Y | +412.1% | +371.7% | +40.3% | +215.7% |
| All | +412.1% | +366.6% | +45.5% | +215.7% |
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