-29.8%
NOW vs SONY
-18.5%
-11.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -4.1% | -4.9% | +0.8% | -2.1% |
| 30D | +2.9% | -1.6% | +4.5% | +3.7% |
| 3M | +22.6% | +10.0% | +12.6% | +18.3% |
| 6M | +7.5% | +8.4% | -0.9% | +4.6% |
| YTD | -14.4% | -8.4% | -6.0% | -14.8% |
| 1Y | -29.8% | -18.4% | -11.4% | -27.8% |
| All | -29.8% | -18.5% | -11.3% | -27.8% |
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 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