+19,391.6%
WELL vs SONY
+609.3%
+18,782.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | +5.7% | +11.1% | -5.5% | +3.6% |
| 3M | +4.6% | +14.7% | -10.0% | +2.0% |
| 6M | +11.9% | +18.8% | -6.9% | +7.9% |
| YTD | +33.6% | +5.7% | +27.8% | +31.3% |
| 1Y | +29.8% | -8.1% | +37.8% | +30.8% |
| 3Y | +202.2% | +64.0% | +138.2% | +170.2% |
| 5Y | +223.2% | +12.6% | +210.6% | +206.4% |
| 10Y | +461.7% | +373.8% | +87.9% | +310.2% |
| All | +19,391.6% | +609.3% | +18,782.2% | +11,620.5% |
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