-22.1%
SNAP vs SONY
-16.9%
-5.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.1% |
| 7D | +3.8% | -2.7% | +6.5% | +5.1% |
| 30D | +9.2% | +1.5% | +7.7% | +8.4% |
| 3M | +6.6% | +13.0% | -6.4% | -0.5% |
| 6M | +16.9% | +11.2% | +5.7% | +9.6% |
| YTD | -29.6% | -6.6% | -23.0% | -27.1% |
| 1Y | -22.1% | -18.1% | -4.0% | -10.5% |
| All | -22.1% | -16.9% | -5.2% | -10.5% |
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