+2,684.0%
SNDK vs SONY
-10.8%
+2,694.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +11.6% |
| 7D | +17.2% | -1.2% | +18.3% | +17.0% |
| 30D | +28.8% | +9.4% | +19.4% | +30.7% |
| 3M | -1.1% | +10.5% | -11.6% | +3.7% |
| 6M | +190.5% | +11.7% | +178.8% | +199.6% |
| YTD | +633.0% | -4.1% | +637.1% | +726.7% |
| 1Y | +2,684.0% | -11.8% | +2,695.8% | +3,481.9% |
| All | +2,684.0% | -10.8% | +2,694.8% | +3,481.9% |
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