+2,494.8%
NVDL vs SONY
+45.2%
+2,449.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -5.0% |
| 7D | -8.7% | -5.8% | -2.9% | -4.2% |
| 30D | -1.3% | -0.4% | -0.9% | -1.8% |
| 3M | +11.4% | +13.3% | -1.9% | -3.4% |
| 6M | +22.9% | +8.5% | +14.4% | +10.9% |
| YTD | +15.4% | -8.1% | +23.5% | +20.7% |
| 1Y | +18.8% | -17.9% | +36.7% | +37.6% |
| 3Y | +641.4% | +41.4% | +599.9% | +404.1% |
| All | +2,494.8% | +45.2% | +2,449.5% | +1,435.2% |
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