+595.7%
HAL vs SONY
+543.6%
+52.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | 0.0% |
| 7D | +2.9% | -1.2% | +4.1% | +3.3% |
| 30D | +17.0% | +9.4% | +7.6% | +13.4% |
| 3M | -9.7% | +10.5% | -20.1% | -13.1% |
| 6M | +8.6% | +11.7% | -3.1% | +3.5% |
| YTD | +33.0% | -4.1% | +37.0% | +33.2% |
| 1Y | +68.3% | -11.8% | +80.1% | +72.6% |
| 3Y | +0.1% | +45.9% | -45.8% | -15.9% |
| 5Y | +102.6% | +16.3% | +86.3% | +81.1% |
| 10Y | +3.8% | +297.6% | -293.8% | -38.7% |
| All | +595.7% | +543.6% | +52.2% | +193.2% |
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