-59.1%
PINS vs SONY
+11.8%
-70.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.2% | +6.1% | -12.2% | -9.2% |
| 30D | -10.9% | +12.2% | -23.1% | -16.3% |
| 3M | -19.5% | +15.3% | -34.9% | -25.4% |
| 6M | -10.4% | +34.3% | -44.7% | -23.8% |
| YTD | -26.4% | +5.7% | -32.1% | -29.6% |
| 1Y | -29.6% | -2.3% | -27.3% | -29.8% |
| 3Y | -39.0% | +67.1% | -106.2% | -61.0% |
| 5Y | -59.1% | +13.0% | -72.1% | -64.6% |
| All | -59.1% | +11.8% | -70.9% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling