+267.4%
PLD vs SONY
+366.6%
-99.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.1% |
| 7D | +0.8% | +5.2% | -4.4% | -1.0% |
| 30D | +0.5% | +10.7% | -10.3% | -3.1% |
| 3M | -5.5% | +12.1% | -17.6% | -9.4% |
| 6M | -8.3% | +32.6% | -40.9% | -17.7% |
| YTD | +4.3% | +4.3% | 0.0% | +1.6% |
| 1Y | +7.4% | -4.5% | +11.9% | +7.7% |
| 3Y | +37.1% | +56.9% | -19.8% | +12.5% |
| 5Y | +1.3% | +12.5% | -11.1% | -8.9% |
| 10Y | +267.4% | +371.7% | -104.3% | +125.2% |
| All | +267.4% | +366.6% | -99.2% | +125.2% |
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