-4.6%
SONY vs BRKR
+53.7%
-58.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.6% | -7.6% | -2.0% |
| 7D | +6.7% | +7.4% | -0.7% | +6.5% |
| 30D | +14.8% | +2.7% | +12.1% | +14.6% |
| 3M | +16.9% | +19.7% | -2.8% | +15.9% |
| 6M | +30.2% | +45.2% | -14.9% | +24.4% |
| YTD | +5.5% | +30.6% | -25.1% | +0.8% |
| 1Y | -4.6% | +56.6% | -61.2% | -14.4% |
| All | -4.6% | +53.7% | -58.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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