+1,188.5%
WDC vs SONY
+293.1%
+895.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.9% |
| 7D | -4.3% | -2.7% | -1.6% | -3.0% |
| 30D | -1.5% | +1.5% | -3.0% | -2.7% |
| 3M | -15.5% | +13.0% | -28.5% | -23.1% |
| 6M | +66.5% | +11.2% | +55.2% | +52.5% |
| YTD | +159.9% | -6.6% | +166.5% | +163.2% |
| 1Y | +366.0% | -18.1% | +384.1% | +405.0% |
| 3Y | +1,285.8% | +42.1% | +1,243.7% | +935.5% |
| 5Y | +925.6% | +11.0% | +914.5% | +778.4% |
| All | +1,188.5% | +293.1% | +895.5% | +484.8% |
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