+980.0%
SMCI vs SONY
+9.6%
+970.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.2% |
| 7D | +1.3% | -2.7% | +4.0% | +3.1% |
| 30D | +6.6% | +1.5% | +5.1% | +5.1% |
| 3M | +25.4% | +13.0% | +12.4% | +11.9% |
| 6M | +26.1% | +11.2% | +14.9% | +15.1% |
| YTD | +37.0% | -6.6% | +43.6% | +41.8% |
| 1Y | -8.8% | -18.1% | +9.4% | +3.8% |
| 3Y | +44.6% | +42.1% | +2.5% | +3.8% |
| All | +980.0% | +9.6% | +970.3% | +796.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling