+1.0%
NVDA vs SONY
-6.4%
+7.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.3% |
| 7D | -7.1% | +2.9% | -10.0% | -7.2% |
| 30D | -16.2% | +10.2% | -26.5% | -16.8% |
| 3M | -5.5% | +16.1% | -21.6% | -7.0% |
| 6M | +1.1% | +32.1% | -31.1% | -3.2% |
| YTD | +7.6% | +1.4% | +6.2% | +6.8% |
| 1Y | +1.0% | -7.0% | +8.0% | +1.8% |
| All | +1.0% | -6.4% | +7.4% | +1.8% |
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