+15.1%
TEAM vs SONY
-6.4%
+21.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.3% |
| 7D | -13.7% | +2.9% | -16.6% | -14.5% |
| 30D | -3.4% | +10.2% | -13.7% | -6.5% |
| 3M | +72.1% | +16.1% | +56.0% | +65.2% |
| 6M | +103.8% | +32.1% | +71.7% | +94.3% |
| YTD | +17.1% | +1.4% | +15.7% | +10.1% |
| 1Y | +15.1% | -7.0% | +22.1% | +8.2% |
| All | +15.1% | -6.4% | +21.5% | +8.2% |
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