+681.4%
NFLX vs SONY
+293.1%
+388.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.1% |
| 7D | -1.1% | -2.7% | +1.6% | +0.1% |
| 30D | +4.3% | +1.5% | +2.8% | +3.5% |
| 3M | -4.8% | +13.0% | -17.8% | -10.2% |
| 6M | -18.4% | +11.2% | -29.6% | -23.1% |
| YTD | -17.4% | -6.6% | -10.8% | -15.8% |
| 1Y | -35.7% | -18.1% | -17.6% | -30.5% |
| 3Y | +73.8% | +42.1% | +31.7% | +37.5% |
| 5Y | +29.3% | +11.0% | +18.2% | +14.6% |
| All | +681.4% | +293.1% | +388.4% | +342.5% |
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