+195.8%
PDD vs SONY
+163.9%
+31.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.0% |
| 7D | -4.9% | +0.3% | -5.1% | -5.0% |
| 30D | -3.0% | +11.1% | -14.2% | -9.0% |
| 3M | -6.2% | +14.7% | -20.8% | -13.9% |
| 6M | -20.7% | +18.8% | -39.5% | -29.1% |
| YTD | -30.4% | +5.7% | -36.1% | -33.6% |
| 1Y | -41.3% | -8.1% | -33.2% | -39.1% |
| 3Y | -27.7% | +64.0% | -91.7% | -52.4% |
| 5Y | -16.9% | +12.6% | -29.5% | -28.9% |
| All | +195.8% | +163.9% | +31.8% | +54.8% |
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