+283.3%
WMB vs SONY
+366.0%
-82.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.6% |
| 7D | +8.1% | -3.2% | +11.3% | +9.0% |
| 30D | -6.9% | +9.6% | -16.5% | -9.4% |
| 3M | -5.1% | +13.3% | -18.4% | -8.7% |
| 6M | -5.7% | +20.3% | -26.0% | -11.3% |
| YTD | +18.1% | +4.1% | +13.9% | +15.4% |
| 1Y | +18.4% | -11.9% | +30.3% | +21.6% |
| 3Y | +122.7% | +56.6% | +66.1% | +87.2% |
| 5Y | +202.0% | +10.9% | +191.1% | +177.6% |
| All | +283.3% | +366.0% | -82.7% | +144.7% |
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 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