+790.9%
NOW vs SONY
+276.5%
+514.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -4.1% | -4.9% | +0.8% | -1.4% |
| 30D | +2.9% | -1.6% | +4.5% | +3.8% |
| 3M | +22.6% | +10.0% | +12.6% | +16.6% |
| 6M | +7.5% | +8.4% | -0.9% | +2.5% |
| YTD | -14.4% | -8.4% | -6.0% | -11.0% |
| 1Y | -29.8% | -18.4% | -11.4% | -22.9% |
| 3Y | +9.2% | +41.0% | -31.7% | -15.5% |
| 5Y | +0.8% | +9.3% | -8.4% | -10.3% |
| 10Y | +790.9% | +281.7% | +509.2% | +306.5% |
| All | +790.9% | +276.5% | +514.5% | +306.5% |
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