+8,007.1%
SWKS vs SONY
+543.6%
+7,463.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.3% |
| 7D | +12.5% | -1.2% | +13.7% | +13.1% |
| 30D | +10.5% | +9.4% | +1.0% | +5.3% |
| 3M | -7.4% | +10.5% | -17.9% | -12.8% |
| 6M | +32.7% | +11.7% | +21.0% | +23.2% |
| YTD | +19.2% | -4.1% | +23.2% | +19.2% |
| 1Y | +2.4% | -11.8% | +14.2% | +6.5% |
| 3Y | -25.6% | +45.9% | -71.5% | -41.7% |
| 5Y | -53.4% | +16.3% | -69.7% | -59.2% |
| 10Y | +23.2% | +297.6% | -274.4% | -42.6% |
| All | +8,007.1% | +543.6% | +7,463.6% | +3,161.8% |
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