-26.2%
NOW vs SONY
+11.6%
-37.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.6% |
| 7D | -3.0% | +6.7% | -9.7% | -6.5% |
| 30D | -26.0% | +14.8% | -40.8% | -31.5% |
| 3M | -13.1% | +16.9% | -30.0% | -20.1% |
| 6M | +14.5% | +30.2% | -15.7% | -0.7% |
| YTD | -33.4% | +5.5% | -38.9% | -36.0% |
| 1Y | -40.6% | -4.6% | -36.1% | -40.1% |
| 3Y | -16.3% | +57.2% | -73.5% | -39.4% |
| All | -26.2% | +11.6% | -37.8% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling