+32.6%
SOLS vs SONY
-6.4%
+39.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.2% | -8.7% | -6.6% |
| 7D | -8.8% | +2.9% | -11.7% | -8.8% |
| 30D | -0.6% | +10.2% | -10.9% | -1.4% |
| 3M | -9.0% | +16.1% | -25.1% | -10.0% |
| 6M | -28.7% | +32.1% | -60.8% | -31.2% |
| YTD | +19.2% | +1.4% | +17.8% | +11.2% |
| 1Y | +32.6% | -7.0% | +39.6% | +23.8% |
| All | +32.6% | -6.4% | +39.0% | +23.8% |
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