+65.1%
TNA vs SONY
-10.8%
+75.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.6% |
| 7D | -0.1% | -1.2% | +1.1% | +0.5% |
| 30D | -4.9% | +9.4% | -14.4% | -10.0% |
| 3M | +0.4% | +10.5% | -10.1% | -5.8% |
| 6M | +32.5% | +11.7% | +20.8% | +21.7% |
| YTD | +53.7% | -4.1% | +57.8% | +58.9% |
| 1Y | +65.1% | -11.8% | +76.9% | +90.6% |
| All | +65.1% | -10.8% | +75.9% | +90.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling