+65,302.9%
NFLX vs SONY
+146.5%
+65,156.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -4.8% |
| 7D | -4.2% | -1.2% | -3.1% | -3.8% |
| 30D | +5.5% | +9.4% | -4.0% | +2.0% |
| 3M | -4.1% | +10.5% | -14.5% | -7.7% |
| 6M | -20.7% | +11.7% | -32.4% | -24.4% |
| YTD | -16.5% | -4.1% | -12.5% | -16.1% |
| 1Y | -37.8% | -11.8% | -26.0% | -35.7% |
| 3Y | +77.9% | +45.9% | +32.0% | +49.3% |
| 5Y | +32.5% | +16.3% | +16.2% | +20.8% |
| 10Y | +703.6% | +297.6% | +405.9% | +376.4% |
| All | +65,302.9% | +146.5% | +65,156.4% | +28,208.5% |
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 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