+7.9%
NXPI vs SONY
-16.9%
+24.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.3% |
| 7D | +3.9% | -2.7% | +6.5% | +4.2% |
| 30D | +1.4% | +1.5% | -0.2% | +1.1% |
| 3M | -21.5% | +13.0% | -34.5% | -23.1% |
| 6M | +19.4% | +11.2% | +8.2% | +17.1% |
| YTD | +9.9% | -6.6% | +16.6% | +15.5% |
| 1Y | +7.9% | -18.1% | +26.0% | +21.1% |
| All | +7.9% | -16.9% | +24.8% | +21.1% |
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