+257.1%
PLD vs SONY
+277.9%
-20.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +2.2% |
| 7D | -0.9% | -5.2% | +4.3% | +0.9% |
| 30D | -1.2% | +0.3% | -1.5% | -1.4% |
| 3M | -2.3% | +6.2% | -8.5% | -4.8% |
| 6M | +4.5% | +9.5% | -5.0% | +0.3% |
| YTD | +10.1% | -8.1% | +18.2% | +12.2% |
| 1Y | +25.9% | -17.9% | +43.8% | +33.0% |
| 3Y | +24.4% | +41.5% | -17.1% | +5.7% |
| 5Y | +15.5% | +11.8% | +3.6% | +3.8% |
| All | +257.1% | +277.9% | -20.8% | +123.9% |
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