+548.8%
PLTR vs SONY
+9.8%
+539.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | 0.0% | -4.9% | +5.0% | +4.2% |
| 30D | -3.3% | -1.6% | -1.7% | -2.2% |
| 3M | +28.4% | +10.0% | +18.4% | +17.9% |
| 6M | +8.4% | +8.4% | 0.0% | -0.7% |
| YTD | -4.6% | -8.4% | +3.8% | +0.4% |
| 1Y | +4.4% | -18.4% | +22.8% | +19.8% |
| 3Y | +1,020.5% | +41.0% | +979.5% | +602.5% |
| 5Y | +548.8% | +9.3% | +539.5% | +448.6% |
| All | +548.8% | +9.8% | +539.0% | +448.6% |
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 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