-17.9%
SONY vs PLTU
-35.5%
+17.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +0.5% |
| 7D | -5.8% | -17.7% | +12.0% | -5.1% |
| 30D | -0.4% | -12.5% | +12.1% | -0.1% |
| 3M | +13.3% | +39.5% | -26.2% | +10.8% |
| 6M | +8.5% | -7.0% | +15.5% | +7.2% |
| YTD | -8.1% | -38.1% | +29.9% | -8.9% |
| 1Y | -17.9% | -36.0% | +18.1% | -18.4% |
| All | -17.9% | -35.5% | +17.6% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling