+20,069.3%
NTAP vs SONY
+468.3%
+19,600.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.1% | +4.0% |
| 7D | +3.3% | -5.2% | +8.4% | +5.9% |
| 30D | -0.2% | +0.3% | -0.5% | -0.6% |
| 3M | +11.4% | +6.2% | +5.2% | +7.3% |
| 6M | +88.7% | +9.5% | +79.1% | +77.4% |
| YTD | +78.9% | -8.1% | +87.0% | +82.9% |
| 1Y | +58.8% | -17.9% | +76.7% | +71.0% |
| 3Y | +153.5% | +41.5% | +112.0% | +100.9% |
| 5Y | +136.7% | +11.8% | +124.9% | +107.3% |
| 10Y | +590.2% | +275.4% | +314.8% | +208.5% |
| All | +20,069.3% | +468.3% | +19,600.9% | +8,652.5% |
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