+514.0%
NOW vs SONY
+373.2%
+140.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +0.8% |
| 7D | +0.3% | +0.3% | 0.0% | +0.1% |
| 30D | -27.0% | +11.1% | -38.1% | -31.4% |
| 3M | -19.6% | +14.7% | -34.3% | -25.8% |
| 6M | +17.5% | +18.8% | -1.3% | +6.6% |
| YTD | -33.3% | +5.7% | -39.0% | -36.2% |
| 1Y | -39.8% | -8.1% | -31.8% | -38.0% |
| 3Y | -19.9% | +64.0% | -83.9% | -43.2% |
| 5Y | -26.1% | +12.6% | -38.7% | -35.3% |
| All | +514.0% | +373.2% | +140.8% | +147.6% |
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