+295.4%
WMB vs SONY
+286.8%
+8.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -1.7% | -5.8% | +4.1% | -0.1% |
| 30D | +0.7% | -0.4% | +1.1% | +0.7% |
| 3M | +1.5% | +13.3% | -11.8% | -2.5% |
| 6M | +0.1% | +8.5% | -8.4% | -3.1% |
| YTD | +22.9% | -8.1% | +31.0% | +24.7% |
| 1Y | +27.9% | -17.9% | +45.8% | +33.7% |
| 3Y | +139.1% | +41.4% | +97.7% | +106.8% |
| 5Y | +270.9% | +9.3% | +261.7% | +239.5% |
| All | +295.4% | +286.8% | +8.6% | +162.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling