+37.5%
NVTS vs SONY
+40.0%
-2.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -4.2% |
| 7D | +0.5% | -5.8% | +6.2% | +5.1% |
| 30D | -18.0% | -0.4% | -17.6% | -18.5% |
| 3M | -45.6% | +13.3% | -58.9% | -53.1% |
| 6M | +28.5% | +8.5% | +20.0% | +14.2% |
| YTD | +56.2% | -8.1% | +64.3% | +63.0% |
| 1Y | +97.7% | -17.9% | +115.6% | +127.6% |
| All | +37.5% | +40.0% | -2.5% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling