-71.8%
PYPL vs SONY
+12.1%
-83.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.1% | +0.9% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +5.7% | +11.1% | -5.5% | -0.1% |
| 3M | -1.9% | +14.7% | -16.6% | -9.0% |
| 6M | +31.8% | +18.8% | +13.0% | +19.4% |
| YTD | +2.4% | +5.7% | -3.3% | -1.8% |
| 1Y | -8.2% | -8.1% | -0.2% | -4.8% |
| 3Y | +10.2% | +64.0% | -53.8% | -24.6% |
| All | -71.8% | +12.1% | -83.9% | -76.3% |
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