-38.6%
PDD vs SONY
-6.4%
-32.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +1.7% |
| 7D | +6.0% | +2.9% | +3.1% | +5.0% |
| 30D | +5.5% | +10.2% | -4.8% | +1.8% |
| 3M | -9.8% | +16.1% | -25.9% | -14.8% |
| 6M | -16.0% | +32.1% | -48.1% | -24.5% |
| YTD | -27.6% | +1.4% | -28.9% | -28.9% |
| 1Y | -38.6% | -7.0% | -31.6% | -38.5% |
| All | -38.6% | -6.4% | -32.2% | -38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling