+7,857.5%
TD vs SONY
+356.4%
+7,501.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.2% |
| 7D | +0.9% | -5.2% | +6.0% | +2.2% |
| 30D | -0.7% | +0.3% | -0.9% | -0.8% |
| 3M | +6.3% | +6.2% | 0.0% | +4.1% |
| 6M | +27.9% | +9.5% | +18.4% | +23.9% |
| YTD | +29.8% | -8.1% | +37.9% | +31.5% |
| 1Y | +63.7% | -17.9% | +81.6% | +70.4% |
| 3Y | +128.3% | +41.5% | +86.8% | +101.4% |
| 5Y | +125.5% | +11.8% | +113.7% | +108.6% |
| 10Y | +296.7% | +275.4% | +21.3% | +158.5% |
| All | +7,857.5% | +356.4% | +7,501.1% | +3,787.2% |
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 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