+189.3%
TECH vs SONY
+373.2%
-183.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.5% |
| 7D | +0.1% | +0.3% | -0.1% | 0.0% |
| 30D | +0.5% | +11.1% | -10.6% | -3.5% |
| 3M | +1.1% | +14.7% | -13.6% | -4.3% |
| 6M | +62.8% | +18.8% | +44.1% | +51.1% |
| YTD | +24.5% | +5.7% | +18.7% | +20.1% |
| 1Y | +20.6% | -8.1% | +28.7% | +23.1% |
| 3Y | +29.5% | +64.0% | -34.5% | +1.1% |
| 5Y | -40.9% | +12.6% | -53.6% | -47.4% |
| All | +189.3% | +373.2% | -183.9% | +63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling