+91.3%
NVTS vs SONY
-16.9%
+108.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +3.9% |
| 7D | -1.4% | -2.7% | +1.2% | -0.8% |
| 30D | -16.5% | +1.5% | -18.0% | -17.2% |
| 3M | -47.6% | +13.0% | -60.6% | -50.4% |
| 6M | +7.3% | +11.2% | -3.9% | -0.8% |
| YTD | +62.9% | -6.6% | +69.5% | +60.9% |
| 1Y | +91.3% | -18.1% | +109.4% | +99.8% |
| All | +91.3% | -16.9% | +108.2% | +99.8% |
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