+14,971.0%
TT vs SONY
+598.6%
+14,372.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +8.1% | -3.2% | +11.3% | +9.1% |
| 30D | -11.3% | +9.6% | -20.9% | -14.1% |
| 3M | -11.2% | +13.3% | -24.4% | -15.0% |
| 6M | -8.9% | +20.3% | -29.2% | -15.0% |
| YTD | +9.7% | +4.1% | +5.6% | +6.8% |
| 1Y | +1.3% | -11.9% | +13.2% | +3.8% |
| 3Y | +93.4% | +56.6% | +36.8% | +61.8% |
| 5Y | +133.5% | +10.9% | +122.6% | +114.8% |
| 10Y | +739.9% | +366.6% | +373.3% | +379.3% |
| All | +14,971.0% | +598.6% | +14,372.4% | +6,370.8% |
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