+791.5%
PODD vs SONY
+158.8%
+632.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.7% | -1.8% |
| 7D | -4.1% | -5.2% | +1.0% | -2.0% |
| 30D | +0.8% | +0.3% | +0.5% | +0.6% |
| 3M | -6.1% | +6.2% | -12.3% | -8.8% |
| 6M | -40.0% | +9.5% | -49.5% | -42.8% |
| YTD | -49.9% | -8.1% | -41.9% | -48.9% |
| 1Y | -59.3% | -17.9% | -41.4% | -56.5% |
| 3Y | -17.2% | +41.5% | -58.7% | -30.9% |
| 5Y | -53.0% | +11.8% | -64.8% | -57.1% |
| 10Y | +226.1% | +275.4% | -49.3% | +77.1% |
| All | +791.5% | +158.8% | +632.7% | +307.5% |
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