-92.9%
NIO vs SONY
+12.1%
-104.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.5% | -6.0% |
| 7D | -14.5% | +0.3% | -14.7% | -14.7% |
| 30D | -15.0% | +11.1% | -26.1% | -21.8% |
| 3M | -35.6% | +14.7% | -50.2% | -42.4% |
| 6M | -55.7% | +18.8% | -74.4% | -61.6% |
| YTD | -43.1% | +5.7% | -48.9% | -46.5% |
| 1Y | -53.5% | -8.1% | -45.5% | -51.3% |
| 3Y | -59.8% | +64.0% | -123.8% | -77.1% |
| All | -92.9% | +12.1% | -104.9% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling