+349.9%
WELL vs SONY
+286.8%
+63.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -2.2% | -5.8% | +3.5% | -0.8% |
| 30D | +4.7% | -0.4% | +5.1% | +4.7% |
| 3M | +11.9% | +13.3% | -1.4% | +8.0% |
| 6M | +14.3% | +8.5% | +5.8% | +11.0% |
| YTD | +28.4% | -8.1% | +36.5% | +30.2% |
| 1Y | +42.3% | -17.9% | +60.2% | +48.5% |
| 3Y | +202.6% | +41.4% | +161.1% | +163.4% |
| 5Y | +206.5% | +9.3% | +197.3% | +182.4% |
| All | +349.9% | +286.8% | +63.1% | +203.9% |
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