+65.2%
HAS vs SONY
-6.4%
+71.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.6% |
| 7D | +2.4% | +2.9% | -0.5% | +1.9% |
| 30D | +31.6% | +10.2% | +21.4% | +29.3% |
| 3M | +33.9% | +16.1% | +17.7% | +30.5% |
| 6M | +31.4% | +32.1% | -0.7% | +24.2% |
| YTD | +51.6% | +1.4% | +50.3% | +50.8% |
| 1Y | +65.2% | -7.0% | +72.2% | +65.8% |
| All | +65.2% | -6.4% | +71.6% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling