+731.6%
TLN vs SONY
+37.7%
+693.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | +22.3% | -3.2% | +25.5% | +22.9% |
| 30D | +1.2% | +9.6% | -8.4% | -0.9% |
| 3M | +5.9% | +13.3% | -7.3% | +2.8% |
| 6M | +3.2% | +20.3% | -17.1% | -1.7% |
| YTD | +3.2% | +4.1% | -1.0% | +2.3% |
| 1Y | +5.2% | -11.9% | +17.1% | +9.8% |
| 3Y | +606.3% | +56.6% | +549.7% | +536.9% |
| All | +731.6% | +37.7% | +693.9% | +665.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling