+462.9%
META vs SONY
+373.2%
+89.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.1% |
| 7D | +5.2% | +0.3% | +4.9% | +5.0% |
| 30D | -13.0% | +11.1% | -24.1% | -17.9% |
| 3M | +7.9% | +14.7% | -6.7% | 0.0% |
| 6M | +4.2% | +18.8% | -14.5% | -6.0% |
| YTD | -2.5% | +5.7% | -8.3% | -7.4% |
| 1Y | +5.6% | -8.1% | +13.6% | +8.0% |
| 3Y | +96.8% | +64.0% | +32.8% | +39.8% |
| 5Y | +90.0% | +12.6% | +77.4% | +63.8% |
| All | +462.9% | +373.2% | +89.8% | +166.7% |
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