+308.0%
WMB vs SONY
+285.5%
+22.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | 0.0% | -4.9% | +4.9% | +1.3% |
| 30D | +4.6% | -1.6% | +6.2% | +4.9% |
| 3M | +5.7% | +10.0% | -4.2% | +2.4% |
| 6M | +4.2% | +8.4% | -4.2% | +0.9% |
| YTD | +26.8% | -8.4% | +35.3% | +28.8% |
| 1Y | +34.7% | -18.4% | +53.0% | +41.1% |
| 3Y | +146.8% | +41.0% | +105.8% | +113.7% |
| 5Y | +285.0% | +9.3% | +275.7% | +252.3% |
| All | +308.0% | +285.5% | +22.5% | +171.4% |
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