-39.8%
NOW vs SONY
-9.8%
-30.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.0% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | -27.0% | +11.1% | -38.1% | -30.3% |
| 3M | -19.6% | +14.7% | -34.3% | -24.3% |
| 6M | +17.5% | +18.8% | -1.3% | +6.8% |
| YTD | -33.3% | +5.7% | -39.0% | -39.7% |
| 1Y | -39.8% | -8.1% | -31.8% | -44.4% |
| All | -39.8% | -9.8% | -30.1% | -44.4% |
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 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