+2,422.4%
HALO vs SONY
+263.6%
+2,158.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.5% |
| 7D | -2.7% | -2.7% | 0.0% | -1.6% |
| 30D | +5.3% | +1.5% | +3.8% | +4.4% |
| 3M | +51.6% | +13.0% | +38.6% | +43.5% |
| 6M | +61.3% | +11.2% | +50.0% | +53.1% |
| YTD | +59.3% | -6.6% | +65.9% | +62.0% |
| 1Y | +38.3% | -18.1% | +56.4% | +47.7% |
| 3Y | +185.9% | +42.1% | +143.8% | +133.5% |
| 5Y | +159.9% | +11.0% | +148.9% | +130.3% |
| 10Y | +965.6% | +289.2% | +676.4% | +405.4% |
| All | +2,422.4% | +263.6% | +2,158.8% | +893.0% |
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 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