-63.0%
PINS vs SONY
+11.4%
-74.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | +0.8% |
| 7D | -5.2% | -5.2% | -0.1% | -2.7% |
| 30D | -14.9% | +0.3% | -15.2% | -15.1% |
| 3M | -8.4% | +6.2% | -14.6% | -11.4% |
| 6M | +0.6% | +9.5% | -8.9% | -4.9% |
| YTD | -22.2% | -8.1% | -14.1% | -19.8% |
| 1Y | -46.9% | -17.9% | -29.0% | -42.0% |
| 3Y | -26.9% | +41.5% | -68.4% | -47.9% |
| 5Y | -63.0% | +11.8% | -74.8% | -67.8% |
| All | -63.0% | +11.4% | -74.4% | -67.8% |
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 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