-91.0%
SNDQ vs SONY
+25.8%
-116.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.2% | +13.1% | +9.5% |
| 7D | +66.1% | +2.9% | +63.3% | +55.3% |
| 30D | +122.5% | +10.2% | +112.3% | +79.9% |
| 3M | +11.6% | +16.1% | -4.5% | -21.8% |
| 6M | -82.2% | +32.1% | -114.3% | -88.9% |
| All | -91.0% | +25.8% | -116.9% | -94.3% |
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