+5,296.8%
VRSN vs SONY
+206.4%
+5,090.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -1.0% | -4.9% | +3.9% | +1.2% |
| 30D | -1.9% | -1.6% | -0.3% | -1.3% |
| 3M | +1.4% | +10.0% | -8.6% | -3.2% |
| 6M | +19.0% | +8.4% | +10.6% | +13.7% |
| YTD | +19.2% | -8.4% | +27.6% | +21.9% |
| 1Y | +1.7% | -18.4% | +20.0% | +8.7% |
| 3Y | +41.4% | +41.0% | +0.5% | +13.3% |
| 5Y | +31.7% | +9.3% | +22.4% | +15.6% |
| 10Y | +290.3% | +281.7% | +8.6% | +79.5% |
| All | +5,296.8% | +206.4% | +5,090.4% | +2,593.5% |
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