+21.7%
VZ vs SONY
-11.5%
+33.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +0.9% | -3.2% | +4.1% | +1.1% |
| 30D | +6.9% | +9.6% | -2.6% | +6.4% |
| 3M | +0.6% | +13.3% | -12.6% | 0.0% |
| 6M | +0.3% | +20.3% | -20.0% | -0.2% |
| YTD | +21.9% | +4.1% | +17.8% | +22.9% |
| 1Y | +21.7% | -11.9% | +33.6% | +22.8% |
| All | +21.7% | -11.5% | +33.2% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling