+205.7%
ZTS vs SONY
+900.3%
-694.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.6% |
| 7D | +5.6% | +0.3% | +5.3% | +5.5% |
| 30D | +12.1% | +11.1% | +1.0% | +8.9% |
| 3M | +11.3% | +14.7% | -3.4% | +7.2% |
| 6M | +14.3% | +18.8% | -4.5% | +8.8% |
| YTD | -31.9% | +5.7% | -37.6% | -33.3% |
| 1Y | -29.3% | -8.1% | -21.2% | -28.3% |
| 3Y | -48.0% | +64.0% | -112.0% | -55.8% |
| 5Y | -58.9% | +12.6% | -71.5% | -62.0% |
| 10Y | +81.7% | +373.8% | -292.2% | +23.2% |
| All | +205.7% | +900.3% | -694.6% | +98.5% |
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