+55.7%
ZTS vs SONY
+293.1%
-237.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.4% |
| 7D | -3.7% | -2.7% | -1.1% | -2.9% |
| 30D | -0.8% | +1.5% | -2.3% | -1.3% |
| 3M | -9.7% | +13.0% | -22.7% | -13.4% |
| 6M | -38.4% | +11.2% | -49.6% | -40.8% |
| YTD | -41.1% | -6.6% | -34.5% | -40.2% |
| 1Y | -50.6% | -18.1% | -32.5% | -47.8% |
| 3Y | -59.1% | +42.1% | -101.2% | -65.5% |
| 5Y | -62.7% | +11.0% | -73.8% | -66.3% |
| All | +55.7% | +293.1% | -237.3% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling