+349.0%
TECK vs SONY
+293.1%
+56.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | 0.0% |
| 7D | -3.8% | -2.7% | -1.2% | -2.7% |
| 30D | +0.7% | +1.5% | -0.8% | -0.4% |
| 3M | +4.6% | +13.0% | -8.4% | -3.3% |
| 6M | +25.1% | +11.2% | +13.9% | +16.6% |
| YTD | +39.2% | -6.6% | +45.8% | +42.1% |
| 1Y | +60.3% | -18.1% | +78.5% | +74.8% |
| 3Y | +62.9% | +42.1% | +20.8% | +27.8% |
| 5Y | +181.5% | +11.0% | +170.4% | +146.3% |
| All | +349.0% | +293.1% | +56.0% | +100.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling