-62.3%
NIO vs SONY
+41.5%
-103.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +1.7% |
| 7D | -6.7% | -5.2% | -1.5% | -4.3% |
| 30D | -20.0% | +0.3% | -20.3% | -20.3% |
| 3M | -30.5% | +6.2% | -36.7% | -32.8% |
| 6M | -20.7% | +9.5% | -30.3% | -24.4% |
| YTD | -25.7% | -8.1% | -17.6% | -23.5% |
| 1Y | -38.6% | -17.9% | -20.6% | -33.6% |
| 3Y | -62.3% | +41.5% | -103.8% | -70.9% |
| All | -62.3% | +41.5% | -103.7% | -70.9% |
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