-57.1%
SOUN vs SONY
-16.9%
-40.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | -7.1% | -2.7% | -4.4% | -6.1% |
| 30D | -15.4% | +1.5% | -16.9% | -16.1% |
| 3M | -10.6% | +13.0% | -23.6% | -15.7% |
| 6M | -19.6% | +11.2% | -30.9% | -23.6% |
| YTD | -37.2% | -6.6% | -30.6% | -37.9% |
| 1Y | -57.1% | -18.1% | -38.9% | -54.6% |
| All | -57.1% | -16.9% | -40.1% | -54.6% |
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