+5,093.9%
NI vs SONY
+514.2%
+4,579.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | +1.3% | -4.9% | +6.2% | +2.0% |
| 30D | -0.3% | -1.6% | +1.3% | -0.1% |
| 3M | -9.5% | +10.0% | -19.5% | -11.1% |
| 6M | -10.2% | +8.4% | -18.7% | -11.8% |
| YTD | +1.8% | -8.4% | +10.2% | +2.6% |
| 1Y | +5.7% | -18.4% | +24.0% | +8.4% |
| 3Y | +69.6% | +41.0% | +28.7% | +57.6% |
| 5Y | +95.8% | +9.3% | +86.5% | +87.0% |
| 10Y | +145.1% | +281.7% | -136.6% | +88.2% |
| All | +5,093.9% | +514.2% | +4,579.6% | +3,219.2% |
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