+617.6%
PLTR vs SONY
+12.1%
+605.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -3.3% |
| 7D | +4.7% | +0.3% | +4.5% | +4.5% |
| 30D | -16.4% | +11.1% | -27.5% | -24.1% |
| 3M | -6.2% | +14.7% | -20.8% | -17.2% |
| 6M | +29.2% | +18.8% | +10.4% | +10.0% |
| YTD | -5.5% | +5.7% | -11.2% | -12.5% |
| 1Y | -2.4% | -8.1% | +5.6% | +2.0% |
| 3Y | +752.3% | +64.0% | +688.3% | +362.9% |
| All | +617.6% | +12.1% | +605.5% | +494.5% |
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