+218.5%
PWR vs SONY
+42.2%
+176.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.8% |
| 7D | +4.2% | -2.7% | +6.9% | +4.7% |
| 30D | -4.0% | +1.5% | -5.6% | -4.5% |
| 3M | -4.8% | +13.0% | -17.8% | -8.3% |
| 6M | +14.6% | +11.2% | +3.4% | +10.5% |
| YTD | +54.2% | -6.6% | +60.9% | +56.1% |
| 1Y | +67.1% | -18.1% | +85.2% | +75.5% |
| 3Y | +218.5% | +42.1% | +176.4% | +175.7% |
| All | +218.5% | +42.2% | +176.2% | +175.7% |
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 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