+25.4%
LIN vs SONY
-3.1%
+28.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +0.1% | +6.1% | -6.0% | -0.2% |
| 30D | +7.6% | +12.2% | -4.6% | +6.9% |
| 3M | +6.5% | +15.3% | -8.8% | +5.9% |
| 6M | +6.2% | +34.3% | -28.1% | +4.6% |
| YTD | +23.2% | +5.7% | +17.5% | +26.4% |
| All | +25.4% | -3.1% | +28.5% | +30.7% |
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 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