-90.0%
SNAP vs SONY
+11.0%
-100.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +7.4% |
| 7D | -9.8% | +2.1% | -11.9% | -12.1% |
| 30D | -18.2% | +9.2% | -27.4% | -24.3% |
| 3M | -3.1% | +12.2% | -15.3% | -12.3% |
| 6M | -7.1% | +24.4% | -31.6% | -23.6% |
| YTD | -33.8% | +3.5% | -37.3% | -37.2% |
| 1Y | -39.0% | -9.2% | -29.9% | -35.7% |
| 3Y | -52.8% | +55.6% | -108.4% | -72.2% |
| 5Y | -90.0% | +12.0% | -101.9% | -91.2% |
| All | -90.0% | +11.0% | -100.9% | -91.2% |
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