+41,709.6%
MCHP vs SONY
+737.8%
+40,971.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +0.3% | -4.9% | +5.3% | +2.5% |
| 30D | -9.8% | -1.6% | -8.2% | -9.3% |
| 3M | -19.7% | +10.0% | -29.7% | -24.0% |
| 6M | +13.6% | +8.4% | +5.1% | +7.5% |
| YTD | +16.5% | -8.4% | +25.0% | +18.5% |
| 1Y | +15.7% | -18.4% | +34.0% | +23.5% |
| 3Y | 0.0% | +41.0% | -41.0% | -17.5% |
| 5Y | +4.4% | +9.3% | -4.9% | -3.0% |
| 10Y | +201.4% | +281.7% | -80.3% | +66.1% |
| All | +41,709.6% | +737.8% | +40,971.8% | +17,208.3% |
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