+417.4%
WDC vs SONY
-10.8%
+428.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +5.9% |
| 7D | +1.7% | -1.2% | +2.9% | +1.7% |
| 30D | -10.0% | +9.4% | -19.4% | -10.2% |
| 3M | -18.8% | +10.5% | -29.2% | -18.0% |
| 6M | +79.0% | +11.7% | +67.3% | +76.1% |
| YTD | +171.6% | -4.1% | +175.6% | +170.9% |
| 1Y | +417.4% | -11.8% | +429.2% | +430.1% |
| All | +417.4% | -10.8% | +428.2% | +430.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling