+100.5%
SIMO vs SONY
-6.4%
+106.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.2% | -11.8% | -8.6% |
| 7D | -16.9% | +2.9% | -19.8% | -15.8% |
| 30D | -35.4% | +10.2% | -45.6% | -32.9% |
| 3M | -31.9% | +16.1% | -48.0% | -28.7% |
| 6M | -19.3% | +32.1% | -51.4% | -15.5% |
| YTD | +98.5% | +1.4% | +97.1% | +113.3% |
| 1Y | +100.5% | -7.0% | +107.5% | +122.8% |
| All | +100.5% | -6.4% | +106.9% | +122.8% |
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