+241.0%
RVMD vs SONY
-6.4%
+247.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.7% |
| 7D | +5.8% | +2.9% | +2.9% | +5.7% |
| 30D | -3.8% | +10.2% | -14.1% | -4.3% |
| 3M | +3.2% | +16.1% | -12.9% | +2.3% |
| 6M | +35.0% | +32.1% | +2.9% | +30.9% |
| YTD | +150.7% | +1.4% | +149.4% | +138.3% |
| 1Y | +241.0% | -7.0% | +248.0% | +237.8% |
| All | +241.0% | -6.4% | +247.3% | +237.8% |
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