-21.3%
PODD vs SONY
+39.5%
-60.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -6.9% | -4.9% | -2.0% | -5.1% |
| 30D | -3.5% | -1.6% | -1.9% | -2.9% |
| 3M | -13.6% | +10.0% | -23.6% | -16.8% |
| 6M | -42.6% | +8.4% | -51.0% | -44.9% |
| YTD | -51.5% | -8.4% | -43.0% | -50.0% |
| 1Y | -60.9% | -18.4% | -42.6% | -57.6% |
| All | -21.3% | +39.5% | -60.8% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling