-76.9%
PLTD vs SONY
+4.0%
-80.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.2% |
| 7D | -0.9% | -4.9% | +4.0% | -3.4% |
| 30D | +1.3% | -1.6% | +2.9% | +0.7% |
| 3M | -32.9% | +10.0% | -42.9% | -28.4% |
| 6M | -24.9% | +8.4% | -33.3% | -20.2% |
| YTD | -18.2% | -8.4% | -9.8% | -21.6% |
| 1Y | -28.7% | -18.4% | -10.3% | -36.5% |
| All | -76.9% | +4.0% | -80.9% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling