+876.3%
HALO vs SONY
+293.1%
+583.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | -2.7% | -2.7% | 0.0% | -1.9% |
| 30D | +5.3% | +1.5% | +3.8% | +4.6% |
| 3M | +51.6% | +13.0% | +38.6% | +45.4% |
| 6M | +61.3% | +11.2% | +50.0% | +55.1% |
| YTD | +59.3% | -6.6% | +65.9% | +61.4% |
| 1Y | +38.3% | -18.1% | +56.4% | +45.4% |
| 3Y | +185.9% | +42.1% | +143.8% | +144.6% |
| 5Y | +159.9% | +11.0% | +148.9% | +138.2% |
| All | +876.3% | +293.1% | +583.3% | +564.5% |
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