+14,183.4%
TER vs SONY
+543.6%
+13,639.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +6.3% |
| 7D | +0.6% | -1.2% | +1.8% | +1.1% |
| 30D | -8.3% | +9.4% | -17.7% | -12.7% |
| 3M | -12.2% | +10.5% | -22.7% | -18.1% |
| 6M | +17.1% | +11.7% | +5.4% | +8.6% |
| YTD | +84.7% | -4.1% | +88.7% | +84.3% |
| 1Y | +199.9% | -11.8% | +211.7% | +210.8% |
| 3Y | +232.8% | +45.9% | +186.9% | +161.7% |
| 5Y | +198.6% | +16.3% | +182.3% | +166.3% |
| 10Y | +1,669.7% | +297.6% | +1,372.1% | +755.7% |
| All | +14,183.4% | +543.6% | +13,639.8% | +5,758.4% |
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