+4,437.1%
SNDK vs SONY
+3.0%
+4,434.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -3.9% |
| 7D | -6.1% | -2.7% | -3.4% | -5.6% |
| 30D | +21.5% | +1.5% | +20.0% | +20.7% |
| 3M | -13.2% | +13.0% | -26.2% | -18.5% |
| 6M | +149.2% | +11.2% | +138.0% | +134.8% |
| YTD | +588.1% | -6.6% | +594.7% | +636.7% |
| 1Y | +1,837.5% | -18.1% | +1,855.7% | +2,206.9% |
| All | +4,437.1% | +3.0% | +4,434.0% | +4,339.7% |
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 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