+151.8%
NBIS vs SONY
-16.9%
+168.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.5% |
| 7D | -0.8% | -2.7% | +1.9% | -0.9% |
| 30D | -13.4% | +1.5% | -14.9% | -13.4% |
| 3M | +1.0% | +13.0% | -12.0% | -1.2% |
| 6M | +100.5% | +11.2% | +89.3% | +96.4% |
| YTD | +168.3% | -6.6% | +174.9% | +155.9% |
| 1Y | +151.8% | -18.1% | +169.9% | +138.8% |
| All | +151.8% | -16.9% | +168.7% | +138.8% |
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