+88.6%
TGT vs SONY
-6.4%
+95.0%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.2% | +3.4% | +5.3% |
| 7D | +9.5% | +2.9% | +6.6% | +9.1% |
| 30D | +6.6% | +10.2% | -3.6% | +5.4% |
| 3M | +11.0% | +16.1% | -5.1% | +9.4% |
| 6M | +29.9% | +32.1% | -2.3% | +26.1% |
| YTD | +71.4% | +1.4% | +70.1% | +73.1% |
| 1Y | +88.6% | -7.0% | +95.6% | +94.2% |
| All | +88.6% | -6.4% | +95.0% | +94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling