+802.8%
TEAM vs SONY
+427.9%
+374.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.8% |
| 7D | -0.4% | -1.2% | +0.7% | +0.1% |
| 30D | +67.3% | +9.4% | +57.8% | +59.8% |
| 3M | +86.8% | +10.5% | +76.3% | +77.9% |
| 6M | +146.8% | +11.7% | +135.1% | +131.4% |
| YTD | +16.9% | -4.1% | +21.0% | +18.1% |
| 1Y | +12.8% | -11.8% | +24.6% | +18.0% |
| 3Y | -7.3% | +45.9% | -53.2% | -27.6% |
| 5Y | -50.7% | +16.3% | -67.0% | -56.8% |
| 10Y | +529.8% | +297.6% | +232.2% | +237.1% |
| All | +802.8% | +427.9% | +374.8% | +340.4% |
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