+5,387.7%
O vs SONY
+408.2%
+4,979.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -0.7% | -1.2% | +0.4% | -0.5% |
| 30D | -1.9% | +9.4% | -11.3% | -3.7% |
| 3M | +3.8% | +10.5% | -6.6% | +1.5% |
| 6M | -4.7% | +11.7% | -16.4% | -7.3% |
| YTD | +12.5% | -4.1% | +16.5% | +12.7% |
| 1Y | +10.8% | -11.8% | +22.6% | +12.7% |
| 3Y | +28.8% | +45.9% | -17.1% | +16.0% |
| 5Y | +13.2% | +16.3% | -3.1% | +5.4% |
| 10Y | +53.5% | +297.6% | -244.2% | +8.5% |
| All | +5,387.7% | +408.2% | +4,979.6% | +3,352.0% |
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