+328.7%
WM vs SONY
+376.6%
-47.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -0.5% | +6.1% | -6.5% | -1.5% |
| 30D | +13.3% | +12.2% | +1.1% | +11.1% |
| 3M | +4.4% | +15.3% | -11.0% | +1.8% |
| 6M | +10.8% | +34.3% | -23.5% | +5.0% |
| YTD | +9.1% | +5.7% | +3.4% | +7.5% |
| 1Y | +19.1% | -2.3% | +21.5% | +19.0% |
| 3Y | +45.7% | +67.1% | -21.5% | +29.2% |
| 5Y | +60.4% | +13.0% | +47.4% | +52.7% |
| 10Y | +328.7% | +372.1% | -43.4% | +196.2% |
| All | +328.7% | +376.6% | -47.9% | +196.2% |
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