+13,680.6%
GWW vs SONY
+526.3%
+13,154.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.4% |
| 6M | +15.7% | +11.2% | +4.5% | +12.2% |
| YTD | +27.6% | -6.6% | +34.2% | +28.7% |
| 1Y | +27.2% | -18.1% | +45.3% | +31.9% |
| 3Y | +89.7% | +42.1% | +47.6% | +69.7% |
| 5Y | +223.9% | +11.0% | +212.9% | +202.8% |
| 10Y | +567.1% | +289.2% | +277.9% | +354.9% |
| All | +13,680.6% | +526.3% | +13,154.4% | +7,207.5% |
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