+469.1%
P vs SONY
+442.5%
+26.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.5% |
| 7D | -23.8% | +6.7% | -30.5% | -26.9% |
| 30D | -36.6% | +14.8% | -51.4% | -41.6% |
| 3M | +10.9% | +16.9% | -6.0% | +0.7% |
| 6M | +30.0% | +30.2% | -0.3% | +10.3% |
| YTD | +44.4% | +5.5% | +38.9% | +36.2% |
| 1Y | +3.9% | -4.6% | +8.5% | +3.2% |
| 3Y | +176.6% | +57.2% | +119.4% | +105.6% |
| 5Y | +249.3% | +12.1% | +237.2% | +205.9% |
| 10Y | +726.9% | +361.6% | +365.4% | +323.6% |
| All | +469.1% | +442.5% | +26.6% | +179.6% |
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