+614.2%
TEAM vs SONY
+481.9%
+132.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.3% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | -26.7% | +11.1% | -37.8% | -30.7% |
| 3M | -9.6% | +14.7% | -24.3% | -16.0% |
| 6M | +86.0% | +18.8% | +67.3% | +70.4% |
| YTD | -7.5% | +5.7% | -13.2% | -11.2% |
| 1Y | -1.4% | -8.1% | +6.7% | +1.6% |
| 3Y | -14.3% | +64.0% | -78.3% | -37.0% |
| 5Y | -66.3% | +12.6% | -78.9% | -70.4% |
| 10Y | +445.6% | +373.8% | +71.8% | +170.5% |
| All | +614.2% | +481.9% | +132.4% | +231.0% |
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