+139,934.1%
MSFT vs SONY
+609.3%
+139,324.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.3% |
| 7D | -1.3% | +0.3% | -1.5% | -1.3% |
| 30D | -1.8% | +11.1% | -13.0% | -5.5% |
| 3M | +5.6% | +14.7% | -9.0% | +0.6% |
| 6M | +29.8% | +18.8% | +11.0% | +21.7% |
| YTD | +9.0% | +5.7% | +3.3% | +5.6% |
| 1Y | +4.9% | -8.1% | +13.0% | +6.4% |
| 3Y | +46.2% | +64.0% | -17.8% | +19.0% |
| 5Y | +62.1% | +12.6% | +49.5% | +48.4% |
| 10Y | +899.6% | +373.8% | +525.8% | +463.5% |
| All | +139,934.1% | +609.3% | +139,324.8% | +57,200.8% |
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