+112.5%
NET vs SONY
+16.3%
+96.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -0.7% |
| 7D | -7.0% | -1.2% | -5.8% | -6.1% |
| 30D | -4.8% | +9.4% | -14.2% | -11.8% |
| 3M | +3.8% | +10.5% | -6.7% | -5.2% |
| 6M | +50.0% | +11.7% | +38.4% | +33.8% |
| YTD | +41.5% | -4.1% | +45.5% | +43.3% |
| 1Y | +32.8% | -11.8% | +44.6% | +42.4% |
| 3Y | +335.9% | +45.9% | +290.0% | +146.8% |
| All | +112.5% | +16.3% | +96.2% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling