-77.7%
PLTD vs SONY
+18.3%
-96.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.7% |
| 7D | -9.8% | -3.2% | -6.6% | -11.1% |
| 30D | +18.9% | +9.6% | +9.3% | +24.1% |
| 3M | -4.2% | +13.3% | -17.5% | +1.9% |
| 6M | -34.8% | +20.3% | -55.1% | -27.4% |
| YTD | -21.1% | +4.1% | -25.3% | -19.5% |
| 1Y | -19.3% | -11.9% | -7.4% | -26.1% |
| All | -77.7% | +18.3% | -96.0% | -69.6% |
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 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