+139.6%
VIAV vs SONY
+9.6%
+130.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.2% |
| 7D | +11.2% | -2.7% | +13.8% | +11.8% |
| 30D | -10.1% | +1.5% | -11.6% | -10.8% |
| 3M | -22.9% | +13.0% | -35.9% | -26.7% |
| 6M | +28.8% | +11.2% | +17.6% | +23.1% |
| YTD | +117.5% | -6.6% | +124.1% | +119.9% |
| 1Y | +216.1% | -18.1% | +234.2% | +233.4% |
| 3Y | +292.2% | +42.1% | +250.1% | +226.3% |
| All | +139.6% | +9.6% | +130.0% | +116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling