+917.7%
TT vs SONY
+293.1%
+624.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.1% |
| 7D | -1.2% | -2.7% | +1.5% | -0.3% |
| 30D | -7.3% | +1.5% | -8.8% | -7.9% |
| 3M | -3.6% | +13.0% | -16.6% | -8.1% |
| 6M | +2.8% | +11.2% | -8.4% | -1.8% |
| YTD | +14.5% | -6.6% | +21.1% | +16.0% |
| 1Y | +7.4% | -18.1% | +25.5% | +13.5% |
| 3Y | +116.2% | +42.1% | +74.2% | +82.9% |
| 5Y | +147.4% | +11.0% | +136.3% | +123.5% |
| All | +917.7% | +293.1% | +624.6% | +539.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling