-4.5%
HAL vs SONY
+41.5%
-46.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | 0.0% |
| 7D | +0.5% | -5.2% | +5.6% | +1.3% |
| 30D | +15.9% | +0.3% | +15.6% | +15.8% |
| 3M | -8.7% | +6.2% | -14.9% | -9.7% |
| 6M | +9.0% | +9.5% | -0.5% | +7.0% |
| YTD | +32.0% | -8.1% | +40.1% | +34.3% |
| 1Y | +72.5% | -17.9% | +90.4% | +79.3% |
| 3Y | -4.5% | +41.5% | -46.0% | -9.8% |
| All | -4.5% | +41.5% | -46.0% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling