+1,735.1%
PLTR vs SONY
+64.4%
+1,670.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.3% |
| 7D | -6.4% | -1.2% | -5.3% | -5.5% |
| 30D | +10.0% | +9.4% | +0.6% | +2.9% |
| 3M | +23.0% | +10.5% | +12.5% | +13.8% |
| 6M | +13.8% | +11.7% | +2.1% | +3.2% |
| YTD | -1.9% | -4.1% | +2.1% | -0.7% |
| 1Y | +11.6% | -11.8% | +23.4% | +19.0% |
| 3Y | +1,048.4% | +45.9% | +1,002.5% | +671.4% |
| 5Y | +554.4% | +16.3% | +538.1% | +439.4% |
| All | +1,735.1% | +64.4% | +1,670.6% | +1,356.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling