+726.5%
IWD vs SONY
+62.6%
+663.9%
-60.1%
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% | -0.2% |
| 7D | -0.3% | -1.2% | +0.9% | +0.1% |
| 30D | +0.6% | +9.4% | -8.9% | -2.1% |
| 3M | +7.2% | +10.5% | -3.3% | +3.7% |
| 6M | +16.2% | +11.7% | +4.5% | +11.7% |
| YTD | +23.3% | -4.1% | +27.4% | +23.7% |
| 1Y | +29.6% | -11.8% | +41.3% | +32.7% |
| 3Y | +70.5% | +45.9% | +24.6% | +47.3% |
| 5Y | +73.5% | +16.3% | +57.2% | +57.7% |
| 10Y | +198.3% | +297.6% | -99.3% | +82.6% |
| All | +726.5% | +62.6% | +663.9% | +361.3% |
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