+63.3%
PYPL vs SONY
+412.5%
-349.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.2% |
| 3M | -1.9% | +14.7% | -16.6% | -8.7% |
| 6M | +31.8% | +18.8% | +13.0% | +19.9% |
| YTD | +2.4% | +5.7% | -3.3% | -2.2% |
| 1Y | -8.2% | -8.1% | -0.2% | -6.1% |
| 3Y | +10.2% | +64.0% | -53.8% | -19.1% |
| 5Y | -71.2% | +12.6% | -83.9% | -74.8% |
| 10Y | +49.6% | +373.8% | -324.3% | -25.7% |
| All | +63.3% | +412.5% | -349.2% | -21.8% |
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