+194.4%
PDD vs SONY
+128.6%
+65.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -4.4% | -4.9% | +0.5% | -1.6% |
| 30D | -15.5% | -1.6% | -13.9% | -14.8% |
| 3M | -4.1% | +10.0% | -14.0% | -10.0% |
| 6M | -23.4% | +8.4% | -31.8% | -27.8% |
| YTD | -30.7% | -8.4% | -22.2% | -27.9% |
| 1Y | -37.6% | -18.4% | -19.3% | -30.9% |
| 3Y | -17.5% | +41.0% | -58.5% | -40.8% |
| 5Y | -24.6% | +9.3% | -33.9% | -34.8% |
| All | +194.4% | +128.6% | +65.9% | +68.3% |
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