+11,385.0%
LIN vs SONY
+985.2%
+10,399.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -0.6% |
| 7D | +0.2% | +6.7% | -6.5% | -1.5% |
| 30D | +6.5% | +14.8% | -8.3% | +2.7% |
| 3M | +5.5% | +16.9% | -11.4% | +1.2% |
| 6M | +3.3% | +30.2% | -26.9% | -4.1% |
| YTD | +22.0% | +5.5% | +16.6% | +19.1% |
| 1Y | +25.7% | -4.6% | +30.3% | +25.7% |
| 3Y | +36.2% | +57.2% | -21.0% | +17.1% |
| 5Y | +66.1% | +12.1% | +54.0% | +54.3% |
| 10Y | +431.0% | +361.6% | +69.4% | +237.0% |
| All | +11,385.0% | +985.2% | +10,399.8% | +4,954.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling