+14,856.2%
TT vs SONY
+599.9%
+14,256.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +0.8% | +5.2% | -4.4% | -1.0% |
| 30D | -11.8% | +10.7% | -22.5% | -14.8% |
| 3M | -11.6% | +12.1% | -23.7% | -15.1% |
| 6M | -9.3% | +32.6% | -41.9% | -18.0% |
| YTD | +8.9% | +4.3% | +4.6% | +5.9% |
| 1Y | -2.2% | -4.5% | +2.3% | -2.4% |
| 3Y | +91.9% | +56.9% | +35.0% | +60.5% |
| 5Y | +136.0% | +12.5% | +123.5% | +116.2% |
| 10Y | +734.7% | +371.7% | +363.0% | +374.8% |
| All | +14,856.2% | +599.9% | +14,256.3% | +6,318.2% |
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