+195.5%
IWD vs SONY
+286.8%
-91.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.3% | -5.8% | +3.4% | -0.6% |
| 30D | -1.8% | -0.4% | -1.4% | -1.7% |
| 3M | +8.0% | +13.3% | -5.3% | +3.7% |
| 6M | +17.0% | +8.5% | +8.5% | +13.3% |
| YTD | +21.3% | -8.1% | +29.4% | +23.4% |
| 1Y | +27.9% | -17.9% | +45.9% | +34.3% |
| 3Y | +70.1% | +41.4% | +28.6% | +46.7% |
| 5Y | +74.2% | +9.3% | +64.9% | +60.0% |
| All | +195.5% | +286.8% | -91.3% | +93.8% |
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