+6,432.7%
TRV vs SONY
+514.2%
+5,918.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +0.2% | -4.9% | +5.1% | +1.3% |
| 30D | -2.3% | -1.6% | -0.7% | -2.0% |
| 3M | +22.7% | +10.0% | +12.7% | +19.8% |
| 6M | +21.9% | +8.4% | +13.5% | +19.1% |
| YTD | +27.5% | -8.4% | +35.9% | +29.0% |
| 1Y | +36.2% | -18.4% | +54.6% | +41.2% |
| 3Y | +140.6% | +41.0% | +99.6% | +116.3% |
| 5Y | +154.5% | +9.3% | +145.2% | +138.3% |
| 10Y | +295.4% | +281.7% | +13.7% | +171.0% |
| All | +6,432.7% | +514.2% | +5,918.4% | +3,491.0% |
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