+158.9%
SN vs SONY
-6.4%
+165.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +1.9% | +3.7% |
| 7D | +10.6% | +2.9% | +7.7% | +10.1% |
| 30D | +20.0% | +10.2% | +9.8% | +18.0% |
| 3M | +30.4% | +16.1% | +14.3% | +26.7% |
| 6M | +91.0% | +32.1% | +58.9% | +76.4% |
| YTD | +95.9% | +1.4% | +94.6% | +90.9% |
| 1Y | +158.9% | -7.0% | +165.9% | +155.7% |
| All | +158.9% | -6.4% | +165.3% | +155.7% |
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