-76.4%
PLTD vs SONY
+4.4%
-80.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +1.9% | +2.4% |
| 7D | +9.9% | -5.8% | +15.7% | +6.6% |
| 30D | +3.8% | -0.4% | +4.2% | +3.8% |
| 3M | -32.3% | +13.3% | -45.6% | -26.7% |
| 6M | -25.9% | +8.5% | -34.3% | -21.3% |
| YTD | -16.4% | -8.1% | -8.3% | -19.7% |
| 1Y | -25.2% | -17.9% | -7.2% | -33.1% |
| All | -76.4% | +4.4% | -80.8% | -69.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling