+561.8%
GWW vs SONY
+293.1%
+268.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.3% |
| 7D | -3.4% | -2.7% | -0.7% | -2.7% |
| 30D | -1.9% | +1.5% | -3.4% | -2.3% |
| 3M | -2.4% | +13.0% | -15.4% | -5.6% |
| 6M | +15.7% | +11.2% | +4.5% | +11.9% |
| YTD | +27.6% | -6.6% | +34.2% | +29.0% |
| 1Y | +27.2% | -18.1% | +45.3% | +32.8% |
| 3Y | +89.7% | +42.1% | +47.6% | +65.7% |
| 5Y | +223.9% | +11.0% | +212.9% | +197.5% |
| All | +561.8% | +293.1% | +268.7% | +357.8% |
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 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