+111.9%
HAL vs SONY
+9.8%
+102.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -1.3% | -4.9% | +3.6% | 0.0% |
| 30D | +10.9% | -1.6% | +12.5% | +11.3% |
| 3M | -5.8% | +10.0% | -15.8% | -8.5% |
| 6M | +8.1% | +8.4% | -0.3% | +5.1% |
| YTD | +33.2% | -8.4% | +41.6% | +35.9% |
| 1Y | +74.2% | -18.4% | +92.5% | +83.3% |
| 3Y | -3.7% | +41.0% | -44.7% | -16.5% |
| 5Y | +111.9% | +9.3% | +102.6% | +93.0% |
| All | +111.9% | +9.8% | +102.1% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling