+5,376.0%
WMB vs SONY
+543.6%
+4,832.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.7% |
| 7D | +0.6% | -1.2% | +1.7% | +0.9% |
| 30D | +3.3% | +9.4% | -6.2% | +0.2% |
| 3M | +3.1% | +10.5% | -7.4% | -0.8% |
| 6M | -0.7% | +11.7% | -12.4% | -5.3% |
| YTD | +25.2% | -4.1% | +29.2% | +25.1% |
| 1Y | +32.9% | -11.8% | +44.6% | +35.9% |
| 3Y | +140.6% | +45.9% | +94.7% | +103.4% |
| 5Y | +273.5% | +16.3% | +257.2% | +232.5% |
| 10Y | +334.2% | +297.6% | +36.6% | +145.6% |
| All | +5,376.0% | +543.6% | +4,832.4% | +2,372.4% |
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 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