+750.3%
NVT vs SONY
+149.8%
+600.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.0% |
| 7D | +4.1% | -2.7% | +6.8% | +5.2% |
| 30D | -5.1% | +1.5% | -6.7% | -6.1% |
| 3M | -1.2% | +13.0% | -14.2% | -7.7% |
| 6M | +46.6% | +11.2% | +35.4% | +37.4% |
| YTD | +60.0% | -6.6% | +66.6% | +62.3% |
| 1Y | +70.8% | -18.1% | +88.9% | +83.4% |
| 3Y | +187.5% | +42.1% | +145.5% | +131.0% |
| 5Y | +426.1% | +11.0% | +415.1% | +365.3% |
| All | +750.3% | +149.8% | +600.4% | +367.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling