+98.1%
NU vs SONY
+42.2%
+55.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.2% |
| 7D | -4.9% | -2.7% | -2.2% | -4.1% |
| 30D | +7.8% | +1.5% | +6.3% | +7.2% |
| 3M | +20.9% | +13.0% | +7.9% | +15.5% |
| 6M | +0.9% | +11.2% | -10.3% | -3.7% |
| YTD | -12.7% | -6.6% | -6.0% | -10.9% |
| 1Y | -6.4% | -18.1% | +11.7% | +0.5% |
| 3Y | +98.1% | +42.1% | +56.0% | +69.6% |
| All | +98.1% | +42.2% | +55.9% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling