-37.8%
NFLX vs SONY
-10.8%
-27.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -4.9% |
| 7D | -4.2% | -1.2% | -3.1% | -3.9% |
| 30D | +5.5% | +9.4% | -4.0% | +3.1% |
| 3M | -4.1% | +10.5% | -14.5% | -7.0% |
| 6M | -20.7% | +11.7% | -32.4% | -23.1% |
| YTD | -16.5% | -4.1% | -12.5% | -16.6% |
| 1Y | -37.8% | -11.8% | -26.0% | -36.0% |
| All | -37.8% | -10.8% | -27.0% | -36.0% |
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