+9.3%
SONY vs WU
-51.6%
+60.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.5% |
| 7D | -5.8% | -5.0% | -0.8% | -4.8% |
| 30D | -0.4% | -2.3% | +1.9% | 0.0% |
| 3M | +13.3% | -3.2% | +16.5% | +12.8% |
| 6M | +8.5% | -25.0% | +33.5% | +14.5% |
| YTD | -8.1% | -21.7% | +13.5% | -4.3% |
| 1Y | -17.9% | -9.0% | -8.9% | -18.2% |
| 3Y | +41.4% | -28.9% | +70.3% | +47.9% |
| 5Y | +9.3% | -51.0% | +60.3% | +22.4% |
| All | +9.3% | -51.6% | +60.9% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling