+322.4%
NET vs SONY
+51.8%
+270.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -3.3% |
| 7D | -16.4% | +2.9% | -19.3% | -17.1% |
| 30D | -25.8% | +10.2% | -36.1% | -28.3% |
| 3M | -11.5% | +16.1% | -27.6% | -16.1% |
| 6M | +18.9% | +32.1% | -13.2% | +7.2% |
| YTD | +35.2% | +1.4% | +33.8% | +33.3% |
| 1Y | +14.5% | -7.0% | +21.5% | +16.1% |
| All | +322.4% | +51.8% | +270.6% | +271.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling