-37.4%
NIO vs SONY
-18.6%
-18.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.6% | -3.4% |
| 7D | -7.3% | -5.8% | -1.5% | -4.6% |
| 30D | -22.5% | -0.4% | -22.1% | -22.6% |
| 3M | -30.9% | +13.3% | -44.2% | -35.8% |
| 6M | -37.2% | +8.5% | -45.7% | -40.3% |
| YTD | -29.8% | -8.1% | -21.7% | -28.7% |
| 1Y | -37.4% | -17.9% | -19.5% | -30.7% |
| All | -37.4% | -18.6% | -18.9% | -30.7% |
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 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