-18.1%
SONY vs WU
-9.1%
-9.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.6% |
| 7D | -2.7% | -3.5% | +0.8% | -2.7% |
| 30D | +1.5% | -2.9% | +4.5% | +1.6% |
| 3M | +13.0% | -2.3% | +15.3% | +12.8% |
| 6M | +11.2% | -25.4% | +36.6% | +12.6% |
| YTD | -6.6% | -21.2% | +14.6% | -5.8% |
| 1Y | -18.1% | -8.9% | -9.3% | -19.6% |
| All | -18.1% | -9.1% | -9.0% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling