-99.1%
NVD vs SONY
+44.1%
-143.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.1% | +4.7% |
| 7D | +9.0% | -5.8% | +14.8% | +4.4% |
| 30D | -5.5% | -0.4% | -5.1% | -5.9% |
| 3M | -24.6% | +13.3% | -37.9% | -17.4% |
| 6M | -42.1% | +8.5% | -50.6% | -37.4% |
| YTD | -44.3% | -8.1% | -36.2% | -48.3% |
| 1Y | -54.2% | -17.9% | -36.3% | -61.4% |
| 3Y | -99.1% | +41.4% | -140.6% | -98.6% |
| All | -99.1% | +44.1% | -143.3% | -98.6% |
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