+600,900.0%
NVDA vs SONY
+298.8%
+600,601.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | +0.2% |
| 7D | +3.8% | -5.2% | +9.0% | +6.7% |
| 30D | +0.8% | +0.3% | +0.5% | +0.2% |
| 3M | +8.2% | +6.2% | +2.0% | +3.3% |
| 6M | +27.1% | +9.5% | +17.6% | +18.9% |
| YTD | +21.2% | -8.1% | +29.3% | +23.8% |
| 1Y | +34.3% | -17.9% | +52.2% | +45.0% |
| 3Y | +396.3% | +41.5% | +354.7% | +289.6% |
| 5Y | +913.8% | +11.8% | +902.0% | +827.5% |
| 10Y | +14,572.5% | +275.4% | +14,297.1% | +7,164.6% |
| All | +600,900.0% | +298.8% | +600,601.1% | +292,748.3% |
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