+3,341.8%
V vs SONY
+271.1%
+3,070.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.8% |
| 7D | +0.9% | +0.3% | +0.7% | +0.8% |
| 30D | +9.0% | +11.1% | -2.2% | +5.2% |
| 3M | +16.7% | +14.7% | +2.1% | +11.5% |
| 6M | +33.4% | +18.8% | +14.6% | +25.5% |
| YTD | +22.4% | +5.7% | +16.6% | +18.8% |
| 1Y | +27.7% | -8.1% | +35.7% | +29.5% |
| 3Y | +78.0% | +64.0% | +14.0% | +45.7% |
| 5Y | +108.5% | +12.6% | +95.9% | +90.1% |
| 10Y | +459.0% | +373.8% | +85.2% | +215.4% |
| All | +3,341.8% | +271.1% | +3,070.7% | +1,627.1% |
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