+3,365.1%
SIMO vs SONY
+320.7%
+3,044.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.6% | +10.3% | +9.4% |
| 7D | +4.2% | -1.2% | +5.4% | +4.6% |
| 30D | +4.1% | +9.4% | -5.4% | -0.1% |
| 3M | -12.9% | +10.5% | -23.4% | -17.8% |
| 6M | +110.3% | +11.7% | +98.7% | +96.3% |
| YTD | +178.6% | -4.1% | +182.6% | +176.4% |
| 1Y | +220.0% | -11.8% | +231.8% | +228.8% |
| 3Y | +409.0% | +45.9% | +363.1% | +309.0% |
| 5Y | +277.3% | +16.3% | +261.0% | +227.8% |
| 10Y | +506.6% | +297.6% | +209.0% | +184.9% |
| All | +3,365.1% | +320.7% | +3,044.4% | +1,339.6% |
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