+51.4%
PYPL vs SONY
+365.0%
-313.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.3% |
| 7D | +2.7% | -1.2% | +3.8% | +3.3% |
| 30D | -4.9% | +9.4% | -14.3% | -9.2% |
| 3M | +28.9% | +10.5% | +18.4% | +21.8% |
| 6M | +18.2% | +11.7% | +6.6% | +10.3% |
| YTD | -5.0% | -4.1% | -1.0% | -4.7% |
| 1Y | -18.8% | -11.8% | -7.0% | -15.3% |
| 3Y | -12.6% | +45.9% | -58.5% | -32.0% |
| 5Y | -80.8% | +16.3% | -97.1% | -83.3% |
| 10Y | +49.9% | +297.6% | -247.7% | -20.1% |
| All | +51.4% | +365.0% | -313.6% | -23.8% |
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