-81.0%
PYPL vs SONY
+8.8%
-89.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.8% | +2.0% |
| 7D | -5.9% | -5.8% | -0.2% | -3.1% |
| 30D | -9.4% | -0.4% | -9.0% | -9.5% |
| 3M | +31.3% | +13.3% | +18.0% | +22.1% |
| 6M | +19.1% | +8.5% | +10.6% | +12.4% |
| YTD | -7.9% | -8.1% | +0.2% | -4.9% |
| 1Y | -17.9% | -17.9% | 0.0% | -9.9% |
| 3Y | -11.6% | +41.4% | -53.0% | -34.6% |
| 5Y | -81.0% | +9.3% | -90.3% | -83.6% |
| All | -81.0% | +8.8% | -89.8% | -83.6% |
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