+2,926.4%
V vs SONY
+236.7%
+2,689.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | -1.7% | -1.2% | -0.5% | -1.4% |
| 30D | +2.0% | +9.4% | -7.5% | -1.0% |
| 3M | +17.4% | +10.5% | +6.9% | +13.3% |
| 6M | +17.5% | +11.7% | +5.8% | +12.6% |
| YTD | +7.6% | -4.1% | +11.7% | +8.0% |
| 1Y | +7.7% | -11.8% | +19.5% | +10.5% |
| 3Y | +54.7% | +45.9% | +8.8% | +31.4% |
| 5Y | +73.0% | +16.3% | +56.8% | +56.1% |
| 10Y | +390.9% | +297.6% | +93.2% | +192.6% |
| All | +2,926.4% | +236.7% | +2,689.8% | +1,469.5% |
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