+2,771.1%
NOW vs SONY
+855.9%
+1,915.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.3% |
| 7D | -2.4% | -1.2% | -1.2% | -1.9% |
| 30D | +20.5% | +9.4% | +11.1% | +15.9% |
| 3M | +18.3% | +10.5% | +7.9% | +13.5% |
| 6M | +24.1% | +11.7% | +12.4% | +17.8% |
| YTD | -7.8% | -4.1% | -3.7% | -6.8% |
| 1Y | -21.4% | -11.8% | -9.6% | -18.0% |
| 3Y | +19.5% | +45.9% | -26.4% | -2.7% |
| 5Y | +4.1% | +16.3% | -12.2% | -6.8% |
| 10Y | +826.4% | +297.6% | +528.8% | +436.5% |
| All | +2,771.1% | +855.9% | +1,915.2% | +1,128.6% |
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 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