+252.8%
SPOT vs SONY
+157.4%
+95.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -1.7% |
| 30D | +7.4% | +1.5% | +5.9% | +6.5% |
| 3M | +8.2% | +13.0% | -4.8% | +1.2% |
| 6M | +2.2% | +11.2% | -9.0% | -4.3% |
| YTD | -9.5% | -6.6% | -2.8% | -7.1% |
| 1Y | -23.8% | -18.1% | -5.7% | -16.8% |
| 3Y | +233.5% | +42.1% | +191.4% | +158.7% |
| 5Y | +112.2% | +11.0% | +101.2% | +87.7% |
| All | +252.8% | +157.4% | +95.4% | +111.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling