+86.2%
PR vs SONY
+276.5%
-190.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.8% | -4.9% | +4.1% | +1.0% |
| 30D | +11.3% | -1.6% | +12.9% | +11.7% |
| 3M | +24.1% | +10.0% | +14.1% | +18.7% |
| 6M | +25.4% | +8.4% | +17.0% | +19.8% |
| YTD | +71.2% | -8.4% | +79.7% | +74.7% |
| 1Y | +78.6% | -18.4% | +97.0% | +90.3% |
| 3Y | +85.2% | +41.0% | +44.3% | +52.5% |
| 5Y | +419.0% | +9.3% | +409.7% | +367.1% |
| 10Y | +86.2% | +281.7% | -195.4% | +39.7% |
| All | +86.2% | +276.5% | -190.2% | +39.7% |
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