+10,266.7%
RTX vs SONY
+543.6%
+9,723.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | -5.2% | -1.2% | -4.0% | -4.9% |
| 30D | -9.4% | +9.4% | -18.8% | -11.5% |
| 3M | +12.3% | +10.5% | +1.8% | +9.1% |
| 6M | -3.1% | +11.7% | -14.8% | -6.4% |
| YTD | +10.7% | -4.1% | +14.7% | +11.1% |
| 1Y | +28.4% | -11.8% | +40.2% | +31.2% |
| 3Y | +147.1% | +45.9% | +101.2% | +116.8% |
| 5Y | +167.2% | +16.3% | +151.0% | +144.1% |
| 10Y | +274.7% | +297.6% | -22.9% | +142.3% |
| All | +10,266.7% | +543.6% | +9,723.1% | +4,644.3% |
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 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