+425.7%
META vs SONY
+376.6%
+49.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +5.7% | +6.1% | -0.4% | +2.3% |
| 30D | -10.8% | +12.2% | -22.9% | -16.2% |
| 3M | +8.4% | +15.3% | -6.9% | +0.1% |
| 6M | +5.4% | +34.3% | -28.9% | -11.2% |
| YTD | -2.6% | +5.7% | -8.3% | -7.4% |
| 1Y | +3.5% | -2.3% | +5.9% | +2.2% |
| 3Y | +102.0% | +67.1% | +34.9% | +41.7% |
| 5Y | +93.1% | +13.0% | +80.1% | +66.2% |
| 10Y | +425.7% | +372.1% | +53.6% | +147.9% |
| All | +425.7% | +376.6% | +49.0% | +147.9% |
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