+10.3%
SONY vs BRKR
-39.7%
+50.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -2.7% | -8.7% | +6.0% | -1.4% |
| 30D | +1.5% | -9.9% | +11.4% | +3.0% |
| 3M | +13.0% | -3.1% | +16.1% | +12.1% |
| 6M | +11.2% | +45.5% | -34.3% | +1.4% |
| YTD | -6.6% | +13.7% | -20.3% | -11.2% |
| 1Y | -18.1% | +67.4% | -85.6% | -28.4% |
| 3Y | +42.1% | -13.2% | +55.3% | +34.6% |
| All | +10.3% | -39.7% | +50.0% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling