+286.6%
SONY vs IBN
+324.2%
-37.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | -2.7% | -3.0% | +0.3% | -2.0% |
| 30D | +1.5% | -1.5% | +3.0% | +1.9% |
| 3M | +13.0% | +7.9% | +5.1% | +10.8% |
| 6M | +11.2% | +8.6% | +2.6% | +8.7% |
| YTD | -6.6% | -0.6% | -6.1% | -6.9% |
| 1Y | -18.1% | -7.3% | -10.8% | -17.0% |
| 3Y | +42.1% | +26.2% | +15.9% | +32.6% |
| 5Y | +11.0% | +57.8% | -46.8% | -2.2% |
| All | +286.6% | +324.2% | -37.6% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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