+10,545.1%
LIN vs SONY
+887.1%
+9,658.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | -2.1% | -1.2% | -1.0% | -1.8% |
| 30D | -2.4% | +9.4% | -11.9% | -4.7% |
| 3M | -5.6% | +10.5% | -16.1% | -8.3% |
| 6M | -3.4% | +11.7% | -15.1% | -6.8% |
| YTD | +13.1% | -4.1% | +17.2% | +13.2% |
| 1Y | +2.5% | -11.8% | +14.2% | +4.5% |
| 3Y | +27.6% | +45.9% | -18.3% | +11.9% |
| 5Y | +63.0% | +16.3% | +46.7% | +50.1% |
| 10Y | +359.3% | +297.6% | +61.7% | +202.9% |
| All | +10,545.1% | +887.1% | +9,658.0% | +4,706.9% |
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