+101,682.4%
TECH vs SONY
+609.3%
+101,073.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.3% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | +0.5% | +11.1% | -10.6% | -2.1% |
| 3M | +1.1% | +14.7% | -13.6% | -2.4% |
| 6M | +62.8% | +18.8% | +44.1% | +55.1% |
| YTD | +24.5% | +5.7% | +18.7% | +21.3% |
| 1Y | +20.6% | -8.1% | +28.7% | +21.6% |
| 3Y | +29.5% | +64.0% | -34.5% | +12.1% |
| 5Y | -40.9% | +12.6% | -53.6% | -44.4% |
| 10Y | +189.5% | +373.8% | -184.3% | +95.8% |
| All | +101,682.4% | +609.3% | +101,073.0% | +50,467.0% |
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