+35.8%
LIN vs SONY
+61.0%
-25.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | +0.2% | -3.2% | +3.4% | +0.6% |
| 30D | +6.2% | +9.6% | -3.4% | +5.0% |
| 3M | +9.3% | +13.3% | -3.9% | +7.7% |
| 6M | +4.4% | +20.3% | -15.9% | +2.0% |
| YTD | +23.7% | +4.1% | +19.6% | +23.4% |
| 1Y | +23.5% | -11.9% | +35.4% | +26.3% |
| All | +35.8% | +61.0% | -25.2% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling