+534.0%
HAL vs SONY
+609.3%
-75.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.6% |
| 7D | +6.1% | +0.3% | +5.8% | +6.0% |
| 30D | +2.9% | +11.1% | -8.2% | -1.0% |
| 3M | +3.3% | +14.7% | -11.3% | -1.8% |
| 6M | -16.9% | +18.8% | -35.7% | -22.5% |
| YTD | +21.2% | +5.7% | +15.4% | +16.9% |
| 1Y | +27.5% | -8.1% | +35.6% | +29.0% |
| 3Y | -6.4% | +64.0% | -70.4% | -24.6% |
| 5Y | +58.0% | +12.6% | +45.4% | +42.5% |
| 10Y | -14.6% | +373.8% | -388.4% | -52.6% |
| All | +534.0% | +609.3% | -75.3% | +157.3% |
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