+248.8%
NBIS vs SONY
-10.8%
+259.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +7.4% |
| 7D | +8.2% | -1.2% | +9.4% | +8.2% |
| 30D | +3.4% | +9.4% | -6.1% | +3.6% |
| 3M | -12.8% | +10.5% | -23.3% | -12.2% |
| 6M | +131.5% | +11.7% | +119.8% | +129.1% |
| YTD | +170.5% | -4.1% | +174.5% | +159.2% |
| 1Y | +248.8% | -11.8% | +260.6% | +248.9% |
| All | +248.8% | -10.8% | +259.6% | +248.9% |
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 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