+8,434.7%
SHOP vs SONY
+303.4%
+8,131.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.6% |
| 7D | -5.1% | -1.2% | -3.9% | -4.3% |
| 30D | +0.6% | +9.4% | -8.9% | -5.8% |
| 3M | +25.0% | +10.5% | +14.6% | +16.2% |
| 6M | +11.9% | +11.7% | +0.2% | +1.4% |
| YTD | -9.9% | -4.1% | -5.8% | -9.1% |
| 1Y | 0.0% | -11.8% | +11.7% | +6.5% |
| 3Y | +117.5% | +45.9% | +71.6% | +57.4% |
| 5Y | -6.6% | +16.3% | -22.9% | -17.9% |
| 10Y | +3,320.3% | +297.6% | +3,022.7% | +1,539.1% |
| All | +8,434.7% | +303.4% | +8,131.3% | +3,302.5% |
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