+85.1%
MET vs SONY
+8.8%
+76.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -2.5% | -5.8% | +3.3% | -0.8% |
| 30D | 0.0% | -0.4% | +0.4% | +0.1% |
| 3M | +13.1% | +13.3% | -0.2% | +8.7% |
| 6M | +39.0% | +8.5% | +30.5% | +34.8% |
| YTD | +25.2% | -8.1% | +33.3% | +27.6% |
| 1Y | +25.6% | -17.9% | +43.5% | +32.3% |
| 3Y | +67.1% | +41.4% | +25.6% | +47.3% |
| 5Y | +85.1% | +9.3% | +75.8% | +69.0% |
| All | +85.1% | +8.8% | +76.3% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling