+18,665.9%
WELL vs SONY
+543.6%
+18,122.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.8% |
| 7D | -0.8% | -1.2% | +0.4% | -0.6% |
| 30D | -0.1% | +9.4% | -9.5% | -1.7% |
| 3M | +18.0% | +10.5% | +7.5% | +15.6% |
| 6M | +15.0% | +11.7% | +3.3% | +12.2% |
| YTD | +28.6% | -4.1% | +32.7% | +28.8% |
| 1Y | +42.9% | -11.8% | +54.7% | +45.1% |
| 3Y | +203.0% | +45.9% | +157.1% | +176.9% |
| 5Y | +206.9% | +16.3% | +190.6% | +189.3% |
| 10Y | +339.5% | +297.6% | +41.9% | +231.1% |
| All | +18,665.9% | +543.6% | +18,122.3% | +11,395.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling