+8,589.7%
PWR vs SONY
+216.1%
+8,373.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.2% | +6.5% | +4.0% |
| 7D | +4.5% | -5.2% | +9.7% | +6.6% |
| 30D | -4.9% | +0.3% | -5.2% | -5.3% |
| 3M | -7.9% | +6.2% | -14.1% | -11.2% |
| 6M | +18.3% | +9.5% | +8.8% | +12.3% |
| YTD | +51.5% | -8.1% | +59.6% | +53.8% |
| 1Y | +70.3% | -17.9% | +88.2% | +80.3% |
| 3Y | +210.6% | +41.5% | +169.1% | +156.5% |
| 5Y | +456.7% | +11.8% | +444.8% | +396.0% |
| 10Y | +2,396.1% | +275.4% | +2,120.7% | +1,195.6% |
| All | +8,589.7% | +216.1% | +8,373.6% | +3,582.7% |
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 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