+280.4%
SONY vs DAR
+375.1%
-94.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | -5.8% | +0.9% | -6.7% | -6.0% |
| 30D | -0.4% | +6.4% | -6.8% | -1.8% |
| 3M | +13.3% | +13.2% | +0.1% | +9.9% |
| 6M | +8.5% | +26.2% | -17.7% | +2.6% |
| YTD | -8.1% | +84.4% | -92.5% | -20.0% |
| 1Y | -17.9% | +112.0% | -130.0% | -30.9% |
| 3Y | +41.4% | +13.4% | +28.1% | +32.2% |
| 5Y | +9.3% | -6.0% | +15.3% | +3.7% |
| All | +280.4% | +375.1% | -94.7% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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