+1,381.0%
NET vs SONY
+124.1%
+1,256.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -4.1% |
| 7D | -16.4% | +2.9% | -19.3% | -18.1% |
| 30D | -25.8% | +10.2% | -36.1% | -31.1% |
| 3M | -11.5% | +16.1% | -27.6% | -21.3% |
| 6M | +18.9% | +32.1% | -13.2% | -5.3% |
| YTD | +35.2% | +1.4% | +33.8% | +30.4% |
| 1Y | +14.5% | -7.0% | +21.5% | +17.1% |
| 3Y | +313.8% | +49.8% | +264.0% | +163.3% |
| 5Y | +32.6% | +8.2% | +24.4% | +11.4% |
| All | +1,381.0% | +124.1% | +1,256.9% | +628.1% |
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