-77.3%
PLTD vs SONY
+20.1%
-97.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +2.8% |
| 7D | -4.8% | +0.3% | -5.0% | -4.7% |
| 30D | +16.9% | +11.1% | +5.7% | +22.6% |
| 3M | +2.6% | +14.7% | -12.0% | +9.8% |
| 6M | -36.2% | +18.8% | -55.0% | -29.5% |
| YTD | -19.4% | +5.7% | -25.2% | -17.2% |
| 1Y | -22.5% | -8.1% | -14.5% | -27.4% |
| All | -77.3% | +20.1% | -97.4% | -68.7% |
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 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