+32.0%
Q vs SONY
-18.7%
+50.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +6.6% | -4.9% | +11.5% | +7.7% |
| 30D | -6.6% | -1.6% | -5.0% | -6.5% |
| 3M | -13.2% | +10.0% | -23.2% | -16.0% |
| 6M | +9.9% | +8.4% | +1.5% | +5.7% |
| YTD | +53.9% | -8.4% | +62.4% | +55.8% |
| All | +32.0% | -18.7% | +50.7% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling