+40.1%
PYPL vs SONY
+293.1%
-253.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.1% |
| 7D | -2.3% | -2.7% | +0.4% | -0.9% |
| 30D | -9.0% | +1.5% | -10.6% | -10.0% |
| 3M | +30.6% | +13.0% | +17.6% | +21.5% |
| 6M | +18.6% | +11.2% | +7.4% | +10.3% |
| YTD | -7.2% | -6.6% | -0.5% | -5.5% |
| 1Y | -19.3% | -18.1% | -1.1% | -11.9% |
| 3Y | -12.3% | +42.1% | -54.4% | -32.9% |
| 5Y | -80.9% | +11.0% | -91.9% | -83.3% |
| All | +40.1% | +293.1% | -253.0% | -29.7% |
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