+28.0%
NBIS vs SONY
-6.4%
+34.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.9% | -6.3% |
| 7D | -22.4% | +2.9% | -25.3% | -22.0% |
| 30D | -39.1% | +10.2% | -49.4% | -38.5% |
| 3M | -37.3% | +16.1% | -53.4% | -36.9% |
| 6M | -19.8% | +32.1% | -51.9% | -25.1% |
| YTD | +69.1% | +1.4% | +67.7% | +61.0% |
| 1Y | +28.0% | -7.0% | +35.0% | +19.3% |
| All | +28.0% | -6.4% | +34.4% | +19.3% |
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