+439.2%
RVMD vs SONY
-10.8%
+450.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.0% | -1.2% | +2.2% | +1.2% |
| 30D | +6.4% | +9.4% | -3.0% | +5.2% |
| 3M | +34.9% | +10.5% | +24.4% | +33.1% |
| 6M | +107.6% | +11.7% | +95.9% | +102.3% |
| YTD | +163.7% | -4.1% | +167.7% | +161.0% |
| 1Y | +439.2% | -11.8% | +451.0% | +444.9% |
| All | +439.2% | -10.8% | +450.0% | +444.9% |
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