+1,988.6%
NOW vs SONY
+953.2%
+1,035.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | +6.1% | -9.1% | -5.8% |
| 30D | -27.0% | +12.2% | -39.2% | -30.9% |
| 3M | -17.7% | +15.3% | -33.1% | -23.0% |
| 6M | +12.7% | +34.3% | -21.6% | -1.2% |
| YTD | -32.9% | +5.7% | -38.6% | -35.2% |
| 1Y | -40.4% | -2.3% | -38.0% | -40.6% |
| 3Y | -17.1% | +67.1% | -84.2% | -36.6% |
| 5Y | -25.7% | +13.0% | -38.7% | -33.1% |
| 10Y | +504.6% | +372.1% | +132.5% | +227.9% |
| All | +1,988.6% | +953.2% | +1,035.4% | +753.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling