-10.8%
NVTS vs SONY
-6.4%
-4.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +8.6% |
| 7D | -0.3% | +2.9% | -3.2% | -0.8% |
| 30D | -24.4% | +10.2% | -34.6% | -26.2% |
| 3M | -26.5% | +16.1% | -42.6% | -29.9% |
| 6M | -41.4% | +32.1% | -73.5% | -50.8% |
| YTD | +30.7% | +1.4% | +29.3% | +27.8% |
| 1Y | -10.8% | -7.0% | -3.8% | -7.4% |
| All | -10.8% | -6.4% | -4.4% | -7.4% |
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