+515.4%
TRI vs SONY
+164.9%
+350.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | -7.9% | -2.7% | -5.2% | -7.2% |
| 30D | -4.5% | +1.5% | -6.0% | -4.8% |
| 3M | +22.1% | +13.0% | +9.1% | +18.6% |
| 6M | -2.8% | +11.2% | -14.0% | -5.6% |
| YTD | -23.4% | -6.6% | -16.8% | -22.5% |
| 1Y | -41.5% | -18.1% | -23.4% | -39.1% |
| 3Y | -19.2% | +42.1% | -61.3% | -28.0% |
| 5Y | -9.4% | +11.0% | -20.4% | -15.6% |
| 10Y | +195.6% | +289.2% | -93.6% | +92.7% |
| All | +515.4% | +164.9% | +350.5% | +276.0% |
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