-30.2%
NVD vs SONY
-6.4%
-23.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.2% | +4.3% | +6.6% |
| 7D | +15.0% | +2.9% | +12.1% | +15.2% |
| 30D | +39.3% | +10.2% | +29.0% | +40.9% |
| 3M | +3.1% | +16.1% | -13.0% | +6.0% |
| 6M | -19.0% | +32.1% | -51.1% | -12.1% |
| YTD | -35.5% | +1.4% | -36.9% | -34.2% |
| 1Y | -30.2% | -7.0% | -23.2% | -30.8% |
| All | -30.2% | -6.4% | -23.8% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling