+521.8%
NOW vs SONY
+364.7%
+157.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.6% |
| 7D | -5.6% | +2.1% | -7.6% | -6.9% |
| 30D | -26.8% | +9.2% | -36.0% | -30.6% |
| 3M | -19.4% | +12.2% | -31.6% | -24.7% |
| 6M | +12.3% | +24.4% | -12.1% | -0.7% |
| YTD | -32.9% | +3.5% | -36.4% | -35.1% |
| 1Y | -40.3% | -9.2% | -31.1% | -38.2% |
| 3Y | -19.1% | +55.6% | -74.7% | -40.8% |
| 5Y | -24.4% | +12.0% | -36.3% | -33.7% |
| 10Y | +521.8% | +363.7% | +158.1% | +154.4% |
| All | +521.8% | +364.7% | +157.1% | +154.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling