+1,645.9%
PLTR vs SONY
+57.5%
+1,588.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.4% |
| 7D | -9.1% | -5.8% | -3.4% | -5.1% |
| 30D | -5.2% | -0.4% | -4.8% | -5.1% |
| 3M | +27.4% | +13.3% | +14.1% | +15.5% |
| 6M | +9.7% | +8.5% | +1.3% | +1.5% |
| YTD | -6.7% | -8.1% | +1.4% | -2.5% |
| 1Y | -0.5% | -17.9% | +17.4% | +12.0% |
| 3Y | +996.2% | +41.4% | +954.8% | +651.3% |
| 5Y | +531.1% | +9.3% | +521.8% | +439.7% |
| All | +1,645.9% | +57.5% | +1,588.4% | +1,329.6% |
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