+27.7%
ZBRA vs SONY
-6.4%
+34.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.4% |
| 7D | -13.6% | +2.9% | -16.5% | -14.2% |
| 30D | -11.5% | +10.2% | -21.7% | -13.7% |
| 3M | -9.9% | +16.1% | -26.0% | -13.3% |
| 6M | +48.6% | +32.1% | +16.5% | +37.1% |
| YTD | +36.9% | +1.4% | +35.5% | +36.2% |
| 1Y | +27.7% | -7.0% | +34.7% | +30.2% |
| All | +27.7% | -6.4% | +34.1% | +30.2% |
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