+1,872.1%
T vs SONY
+543.6%
+1,328.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.6% |
| 7D | -1.3% | -1.2% | -0.1% | -1.0% |
| 30D | +11.4% | +9.4% | +1.9% | +9.5% |
| 3M | +14.3% | +10.5% | +3.8% | +11.9% |
| 6M | -9.3% | +11.7% | -20.9% | -11.5% |
| YTD | +7.1% | -4.1% | +11.2% | +7.3% |
| 1Y | -9.1% | -11.8% | +2.7% | -7.7% |
| 3Y | +105.3% | +45.9% | +59.4% | +86.4% |
| 5Y | +66.8% | +16.3% | +50.5% | +55.9% |
| 10Y | +66.8% | +297.6% | -230.8% | +20.3% |
| All | +1,872.1% | +543.6% | +1,328.6% | +1,011.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling