+19,949.9%
SHW vs SONY
+516.6%
+19,433.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.3% |
| 7D | -1.2% | -5.2% | +4.0% | +0.1% |
| 30D | -11.6% | +0.3% | -11.9% | -11.7% |
| 3M | +9.1% | +6.2% | +2.9% | +7.3% |
| 6M | -0.7% | +9.5% | -10.2% | -3.2% |
| YTD | +1.4% | -8.1% | +9.4% | +2.8% |
| 1Y | -12.3% | -17.9% | +5.7% | -8.9% |
| 3Y | +23.4% | +41.5% | -18.1% | +11.1% |
| 5Y | +15.0% | +11.8% | +3.2% | +8.2% |
| 10Y | +278.3% | +275.4% | +2.9% | +167.1% |
| All | +19,949.9% | +516.6% | +19,433.3% | +10,656.0% |
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