-71.4%
SOUN vs SONY
-6.4%
-65.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.6% | +4.0% |
| 7D | -2.7% | +2.9% | -5.6% | -3.8% |
| 30D | -26.5% | +10.2% | -36.8% | -29.6% |
| 3M | -33.6% | +16.1% | -49.7% | -37.8% |
| 6M | -54.4% | +32.1% | -86.5% | -60.3% |
| YTD | -56.7% | +1.4% | -58.0% | -59.6% |
| 1Y | -71.4% | -7.0% | -64.4% | -72.9% |
| All | -71.4% | -6.4% | -65.1% | -72.9% |
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