+118.0%
NOK vs SONY
-10.8%
+128.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +2.9% |
| 7D | -1.8% | -1.2% | -0.6% | -1.6% |
| 30D | +4.7% | +9.4% | -4.8% | +3.2% |
| 3M | -39.7% | +10.5% | -50.1% | -40.0% |
| 6M | +23.1% | +11.7% | +11.4% | +21.0% |
| YTD | +55.0% | -4.1% | +59.1% | +57.3% |
| 1Y | +118.0% | -11.8% | +129.8% | +127.9% |
| All | +118.0% | -10.8% | +128.9% | +127.9% |
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 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