+1,269.9%
PAAS vs SONY
+533.0%
+736.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | -2.9% | -1.2% | -1.7% | -2.6% |
| 30D | +6.8% | +9.4% | -2.7% | +4.4% |
| 3M | -2.9% | +10.5% | -13.4% | -5.5% |
| 6M | -16.4% | +11.7% | -28.1% | -18.9% |
| YTD | 0.0% | -4.1% | +4.1% | +0.7% |
| 1Y | +54.3% | -11.8% | +66.1% | +58.2% |
| 3Y | +230.7% | +45.9% | +184.8% | +198.2% |
| 5Y | +111.6% | +16.3% | +95.3% | +98.6% |
| 10Y | +211.7% | +297.6% | -85.9% | +117.9% |
| All | +1,269.9% | +533.0% | +736.9% | +923.2% |
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