+22.8%
MET vs SONY
-10.8%
+33.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.3% |
| 7D | +1.2% | -1.2% | +2.3% | +1.4% |
| 30D | +1.4% | +9.4% | -8.0% | -0.5% |
| 3M | +17.7% | +10.5% | +7.2% | +15.2% |
| 6M | +35.0% | +11.7% | +23.3% | +31.2% |
| YTD | +26.3% | -4.1% | +30.3% | +27.9% |
| 1Y | +22.8% | -11.8% | +34.6% | +28.2% |
| All | +22.8% | -10.8% | +33.6% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling