+101,053.8%
TECH vs SONY
+543.6%
+100,510.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | +0.1% | -1.2% | +1.3% | +0.4% |
| 30D | +0.7% | +9.4% | -8.7% | -1.5% |
| 3M | +36.3% | +10.5% | +25.9% | +32.6% |
| 6M | +25.6% | +11.7% | +13.9% | +21.1% |
| YTD | +23.7% | -4.1% | +27.8% | +23.7% |
| 1Y | +37.6% | -11.8% | +49.4% | +40.2% |
| 3Y | -6.6% | +45.9% | -52.5% | -16.7% |
| 5Y | -42.2% | +16.3% | -58.5% | -45.9% |
| 10Y | +187.6% | +297.6% | -110.0% | +102.6% |
| All | +101,053.8% | +543.6% | +100,510.2% | +51,444.6% |
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