+3.2%
HAL vs SONY
+286.8%
-283.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | -3.3% | -5.8% | +2.5% | -0.9% |
| 30D | +7.2% | -0.4% | +7.6% | +7.3% |
| 3M | -8.8% | +13.3% | -22.1% | -14.1% |
| 6M | +3.0% | +8.5% | -5.5% | -1.9% |
| YTD | +29.4% | -8.1% | +37.5% | +32.3% |
| 1Y | +62.8% | -17.9% | +80.7% | +74.1% |
| 3Y | -6.4% | +41.4% | -47.9% | -25.7% |
| 5Y | +103.6% | +9.3% | +94.3% | +79.1% |
| All | +3.2% | +286.8% | -283.6% | -41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling