+133.3%
PSX vs SONY
+40.0%
+93.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +1.5% | -5.8% | +7.3% | +2.7% |
| 30D | +15.8% | -0.4% | +16.2% | +15.8% |
| 3M | +43.0% | +13.3% | +29.7% | +39.0% |
| 6M | +61.1% | +8.5% | +52.6% | +57.7% |
| YTD | +104.5% | -8.1% | +112.7% | +108.2% |
| 1Y | +102.5% | -17.9% | +120.4% | +111.5% |
| All | +133.3% | +40.0% | +93.3% | +115.4% |
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