+215.2%
PODD vs SONY
+293.1%
-77.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.7% |
| 7D | -10.5% | -2.7% | -7.8% | -9.5% |
| 30D | -9.0% | +1.5% | -10.6% | -9.8% |
| 3M | -11.5% | +13.0% | -24.6% | -16.5% |
| 6M | -44.7% | +11.2% | -56.0% | -48.0% |
| YTD | -53.6% | -6.6% | -46.9% | -52.8% |
| 1Y | -61.0% | -18.1% | -42.8% | -57.9% |
| 3Y | -24.7% | +42.1% | -66.8% | -38.6% |
| 5Y | -55.5% | +11.0% | -66.5% | -60.2% |
| All | +215.2% | +293.1% | -77.8% | +88.8% |
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 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