+62,704.1%
SU vs SONY
+516.3%
+62,187.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.4% |
| 7D | +1.7% | -5.8% | +7.4% | +5.5% |
| 30D | +9.6% | -0.4% | +10.0% | +9.5% |
| 3M | +11.7% | +13.3% | -1.6% | +1.4% |
| 6M | +21.9% | +8.5% | +13.4% | +12.3% |
| YTD | +58.6% | -8.1% | +66.8% | +61.8% |
| 1Y | +66.5% | -17.9% | +84.4% | +81.1% |
| 3Y | +121.4% | +41.4% | +80.0% | +54.4% |
| 5Y | +355.7% | +9.3% | +346.4% | +259.3% |
| 10Y | +264.2% | +283.0% | -18.8% | +1.1% |
| All | +62,704.1% | +516.3% | +62,187.8% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling