+43.2%
Q vs SONY
-11.1%
+54.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.1% |
| 7D | +11.5% | -3.2% | +14.7% | +11.6% |
| 30D | -0.2% | +9.6% | -9.7% | -1.5% |
| 3M | -13.6% | +13.3% | -26.8% | -15.7% |
| 6M | -27.0% | +20.3% | -47.3% | -29.5% |
| YTD | +50.5% | +4.1% | +46.4% | +54.3% |
| All | +43.2% | -11.1% | +54.3% | +52.0% |
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