+1,449.6%
NET vs SONY
+112.1%
+1,337.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -0.8% |
| 7D | -7.0% | -1.2% | -5.8% | -6.2% |
| 30D | -4.8% | +9.4% | -14.2% | -11.1% |
| 3M | +3.8% | +10.5% | -6.7% | -4.3% |
| 6M | +50.0% | +11.7% | +38.4% | +35.5% |
| YTD | +41.5% | -4.1% | +45.5% | +42.8% |
| 1Y | +32.8% | -11.8% | +44.6% | +41.1% |
| 3Y | +335.9% | +45.9% | +290.0% | +182.8% |
| 5Y | +113.8% | +16.3% | +97.5% | +75.5% |
| All | +1,449.6% | +112.1% | +1,337.4% | +697.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling