+572.1%
SNPS vs SONY
+286.8%
+285.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.8% |
| 7D | -4.6% | -5.8% | +1.2% | -1.9% |
| 30D | -3.3% | -0.4% | -3.0% | -3.4% |
| 3M | -13.8% | +13.3% | -27.1% | -19.3% |
| 6M | -8.2% | +8.5% | -16.7% | -12.7% |
| YTD | -15.4% | -8.1% | -7.3% | -13.2% |
| 1Y | +2.4% | -17.9% | +20.3% | +10.9% |
| 3Y | -13.5% | +41.4% | -54.9% | -30.4% |
| 5Y | +19.5% | +9.3% | +10.2% | +7.9% |
| All | +572.1% | +286.8% | +285.3% | +278.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling