+2,502.5%
LITE vs SONY
+271.8%
+2,230.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.2% | +15.2% | +13.4% |
| 7D | +12.6% | -5.2% | +17.8% | +15.6% |
| 30D | +9.9% | +0.3% | +9.6% | +8.8% |
| 3M | +9.3% | +6.2% | +3.1% | +2.4% |
| 6M | +75.2% | +9.5% | +65.7% | +62.0% |
| YTD | +165.5% | -8.1% | +173.6% | +170.6% |
| 1Y | +555.0% | -17.9% | +572.9% | +615.0% |
| 3Y | +1,870.5% | +41.5% | +1,829.0% | +1,427.1% |
| 5Y | +1,009.8% | +11.8% | +998.0% | +870.2% |
| 10Y | +2,502.5% | +275.4% | +2,227.1% | +1,086.4% |
| All | +2,502.5% | +271.8% | +2,230.7% | +1,086.4% |
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 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