+770.0%
WDC vs SONY
+63.5%
+706.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.3% |
| 7D | +12.1% | +0.3% | +11.8% | +12.0% |
| 30D | -18.8% | +11.1% | -29.9% | -21.5% |
| 3M | -39.3% | +14.7% | -54.0% | -42.2% |
| 6M | -40.1% | +18.8% | -58.9% | -44.0% |
| YTD | +71.8% | +5.7% | +66.1% | +68.2% |
| 1Y | +88.5% | -8.1% | +96.5% | +96.6% |
| 3Y | +770.0% | +64.0% | +706.0% | +586.3% |
| All | +770.0% | +63.5% | +706.5% | +586.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling