+5,221.5%
O vs SONY
+460.1%
+4,761.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -1.1% |
| 7D | -0.4% | +0.3% | -0.6% | -0.4% |
| 30D | +7.1% | +11.1% | -4.0% | +4.8% |
| 3M | -5.2% | +14.7% | -19.9% | -8.0% |
| 6M | -1.8% | +18.8% | -20.6% | -5.6% |
| YTD | +9.1% | +5.7% | +3.3% | +7.1% |
| 1Y | +9.7% | -8.1% | +17.7% | +10.8% |
| 3Y | +39.1% | +64.0% | -24.8% | +22.4% |
| 5Y | +8.4% | +12.6% | -4.3% | +1.7% |
| 10Y | +80.2% | +373.8% | -293.7% | +22.8% |
| All | +5,221.5% | +460.1% | +4,761.4% | +3,178.8% |
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