+4,167.1%
SMCI vs SONY
+169.1%
+3,998.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | -1.3% | -5.8% | +4.5% | +1.3% |
| 30D | +18.3% | -0.4% | +18.7% | +18.1% |
| 3M | +27.7% | +13.3% | +14.4% | +18.4% |
| 6M | +17.6% | +8.5% | +9.1% | +12.2% |
| YTD | +27.7% | -8.1% | +35.8% | +31.5% |
| 1Y | -14.9% | -17.9% | +3.0% | -7.7% |
| 3Y | +33.2% | +41.4% | -8.3% | +11.6% |
| 5Y | +921.6% | +9.3% | +912.3% | +862.8% |
| 10Y | +1,672.4% | +283.0% | +1,389.4% | +864.3% |
| All | +4,167.1% | +169.1% | +3,998.1% | +2,006.6% |
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