-21.5%
PINS vs SONY
+194.1%
-215.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.8% |
| 7D | +1.0% | +0.3% | +0.7% | +0.8% |
| 30D | -12.0% | +11.1% | -23.1% | -18.0% |
| 3M | -17.9% | +14.7% | -32.5% | -24.9% |
| 6M | -1.0% | +18.8% | -19.8% | -11.8% |
| YTD | -26.0% | +5.7% | -31.8% | -30.3% |
| 1Y | -28.5% | -8.1% | -20.4% | -26.2% |
| 3Y | -39.2% | +64.0% | -103.2% | -62.1% |
| 5Y | -58.3% | +12.6% | -71.0% | -64.7% |
| All | -21.5% | +194.1% | -215.6% | -70.4% |
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