-59.8%
NIO vs SONY
+63.5%
-123.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.5% | -5.6% |
| 7D | -14.5% | +0.3% | -14.7% | -14.6% |
| 30D | -15.0% | +11.1% | -26.1% | -19.1% |
| 3M | -35.6% | +14.7% | -50.2% | -39.8% |
| 6M | -55.7% | +18.8% | -74.4% | -59.3% |
| YTD | -43.1% | +5.7% | -48.9% | -45.4% |
| 1Y | -53.5% | -8.1% | -45.5% | -52.6% |
| 3Y | -59.8% | +64.0% | -123.8% | -72.4% |
| All | -59.8% | +63.5% | -123.4% | -72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling