+5,975.1%
TGT vs SONY
+514.2%
+5,460.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -3.6% | -4.9% | +1.3% | -2.3% |
| 30D | +4.4% | -1.6% | +6.0% | +4.8% |
| 3M | +25.4% | +10.0% | +15.4% | +21.8% |
| 6M | +33.4% | +8.4% | +25.0% | +29.5% |
| YTD | +65.6% | -8.4% | +74.0% | +68.0% |
| 1Y | +80.3% | -18.4% | +98.6% | +88.2% |
| 3Y | +42.1% | +41.0% | +1.2% | +25.6% |
| 5Y | -25.0% | +9.3% | -34.3% | -29.8% |
| 10Y | +208.2% | +281.7% | -73.5% | +98.8% |
| All | +5,975.1% | +514.2% | +5,460.9% | +2,702.4% |
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