-16.5%
PLTD vs SONY
-6.4%
-10.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.2% | +3.0% |
| 7D | +14.4% | +2.9% | +11.5% | +15.3% |
| 30D | +8.6% | +10.2% | -1.6% | +11.8% |
| 3M | -9.2% | +16.1% | -25.3% | -5.0% |
| 6M | -29.5% | +32.1% | -61.6% | -22.4% |
| YTD | -20.2% | +1.4% | -21.6% | -14.5% |
| 1Y | -16.5% | -7.0% | -9.5% | -12.4% |
| All | -16.5% | -6.4% | -10.1% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling