-90.4%
NIO vs SONY
+9.8%
-100.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | -4.1% | -4.9% | +0.8% | -0.6% |
| 30D | -23.2% | -1.6% | -21.6% | -22.6% |
| 3M | -29.9% | +10.0% | -39.9% | -35.5% |
| 6M | -25.1% | +8.4% | -33.5% | -30.2% |
| YTD | -27.5% | -8.4% | -19.0% | -23.5% |
| 1Y | -41.1% | -18.4% | -22.7% | -32.7% |
| 3Y | -63.1% | +41.0% | -104.1% | -76.3% |
| 5Y | -90.4% | +9.3% | -99.7% | -91.8% |
| All | -90.4% | +9.8% | -100.2% | -91.8% |
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