+15,273.9%
WWD vs SONY
+427.3%
+14,846.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -0.7% |
| 7D | +0.8% | -5.2% | +6.0% | +2.5% |
| 30D | -6.4% | +0.3% | -6.7% | -6.6% |
| 3M | -5.6% | +6.2% | -11.8% | -8.0% |
| 6M | -9.1% | +9.5% | -18.6% | -12.5% |
| YTD | +12.5% | -8.1% | +20.6% | +14.3% |
| 1Y | +41.3% | -17.9% | +59.3% | +48.4% |
| 3Y | +170.2% | +41.5% | +128.7% | +132.3% |
| 5Y | +192.5% | +11.8% | +180.7% | +167.4% |
| 10Y | +476.9% | +275.4% | +201.5% | +251.5% |
| All | +15,273.9% | +427.3% | +14,846.7% | +8,225.1% |
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