+66.2%
PWR vs SONY
-10.8%
+77.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.8% |
| 7D | +3.6% | -1.2% | +4.8% | +3.7% |
| 30D | -8.6% | +9.4% | -18.0% | -9.4% |
| 3M | -13.2% | +10.5% | -23.6% | -13.6% |
| 6M | +9.9% | +11.7% | -1.8% | +7.4% |
| YTD | +48.0% | -4.1% | +52.1% | +50.4% |
| 1Y | +66.2% | -11.8% | +77.9% | +75.7% |
| All | +66.2% | -10.8% | +77.0% | +75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling