+1,747.8%
PLD vs SONY
+256.5%
+1,491.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | -2.4% | -1.2% | -1.2% | -2.0% |
| 30D | -2.4% | +9.4% | -11.9% | -5.4% |
| 3M | -3.8% | +10.5% | -14.3% | -7.4% |
| 6M | 0.0% | +11.7% | -11.7% | -4.5% |
| YTD | +9.2% | -4.1% | +13.3% | +9.6% |
| 1Y | +25.9% | -11.8% | +37.7% | +29.4% |
| 3Y | +21.3% | +45.9% | -24.6% | +3.3% |
| 5Y | +14.1% | +16.3% | -2.2% | +3.0% |
| 10Y | +237.9% | +297.6% | -59.7% | +94.6% |
| All | +1,747.8% | +256.5% | +1,491.3% | +765.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling