+34,839.8%
LOW vs SONY
+516.6%
+34,323.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -0.5% |
| 7D | +0.4% | -5.2% | +5.5% | +2.0% |
| 30D | -10.1% | +0.3% | -10.4% | -10.3% |
| 3M | -2.9% | +6.2% | -9.1% | -5.0% |
| 6M | -19.4% | +9.5% | -28.9% | -22.3% |
| YTD | -15.4% | -8.1% | -7.4% | -14.0% |
| 1Y | -24.9% | -17.9% | -7.0% | -21.2% |
| 3Y | -7.8% | +41.5% | -49.3% | -20.2% |
| 5Y | +8.4% | +11.8% | -3.4% | -0.5% |
| 10Y | +226.8% | +275.4% | -48.6% | +102.5% |
| All | +34,839.8% | +516.6% | +34,323.2% | +14,700.5% |
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