-77.7%
SNAP vs SONY
+312.2%
-389.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.0% |
| 7D | +0.7% | -1.2% | +1.9% | +1.5% |
| 30D | +2.6% | +9.4% | -6.8% | -3.5% |
| 3M | -9.9% | +10.5% | -20.4% | -16.4% |
| 6M | +1.9% | +11.7% | -9.8% | -6.7% |
| YTD | -32.2% | -4.1% | -28.2% | -31.3% |
| 1Y | -22.8% | -11.8% | -11.1% | -17.6% |
| 3Y | -47.6% | +45.9% | -93.5% | -62.5% |
| 5Y | -92.7% | +16.3% | -109.0% | -93.7% |
| All | -77.7% | +312.2% | -389.9% | -88.4% |
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