+101,626.4%
TECH vs SONY
+598.6%
+101,027.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.1% |
| 7D | +0.2% | -3.2% | +3.4% | +1.0% |
| 30D | +0.5% | +9.6% | -9.1% | -1.8% |
| 3M | +1.0% | +13.3% | -12.3% | -2.3% |
| 6M | +54.1% | +20.3% | +33.8% | +46.2% |
| YTD | +24.4% | +4.1% | +20.2% | +21.7% |
| 1Y | +19.3% | -11.9% | +31.2% | +21.5% |
| 3Y | +28.5% | +56.6% | -28.1% | +12.6% |
| 5Y | -41.0% | +10.9% | -51.9% | -44.3% |
| 10Y | +189.3% | +366.6% | -177.3% | +96.4% |
| All | +101,626.4% | +598.6% | +101,027.8% | +50,625.7% |
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