+206.8%
WELL vs SONY
+8.4%
+198.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.1% | -4.9% | +3.8% | -0.1% |
| 30D | +0.7% | -1.6% | +2.3% | +1.0% |
| 3M | +14.5% | +10.0% | +4.5% | +12.0% |
| 6M | +14.4% | +8.4% | +6.0% | +11.9% |
| YTD | +28.5% | -8.4% | +36.9% | +30.3% |
| 1Y | +41.8% | -18.4% | +60.1% | +47.3% |
| 3Y | +202.8% | +41.0% | +161.9% | +168.5% |
| All | +206.8% | +8.4% | +198.4% | +182.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling