+178.2%
SOUN vs SONY
+42.2%
+136.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.4% |
| 7D | -7.1% | -2.7% | -4.4% | -5.4% |
| 30D | -15.4% | +1.5% | -16.9% | -16.5% |
| 3M | -10.6% | +13.0% | -23.6% | -18.9% |
| 6M | -19.6% | +11.2% | -30.9% | -26.6% |
| YTD | -37.2% | -6.6% | -30.6% | -34.7% |
| 1Y | -57.1% | -18.1% | -38.9% | -51.1% |
| 3Y | +178.2% | +42.1% | +136.1% | +114.4% |
| All | +178.2% | +42.2% | +136.0% | +114.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling