+55.1%
ZM vs SONY
+154.6%
-99.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +0.3% | -4.9% | +5.2% | +2.4% |
| 30D | -10.3% | -1.6% | -8.7% | -9.8% |
| 3M | -0.7% | +10.0% | -10.7% | -4.9% |
| 6M | +24.8% | +8.4% | +16.4% | +19.6% |
| YTD | +11.5% | -8.4% | +19.9% | +14.3% |
| 1Y | +12.3% | -18.4% | +30.7% | +20.5% |
| 3Y | +33.5% | +41.0% | -7.5% | +7.2% |
| 5Y | -67.5% | +9.3% | -76.8% | -71.3% |
| All | +55.1% | +154.6% | -99.5% | -10.6% |
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