+58.9%
HAS vs SONY
-11.1%
+70.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.2% |
| 7D | +1.6% | -3.2% | +4.8% | +2.2% |
| 30D | +26.6% | +9.6% | +17.0% | +24.4% |
| 3M | +29.0% | +13.3% | +15.7% | +26.0% |
| 6M | +30.6% | +20.3% | +10.3% | +26.6% |
| YTD | +51.5% | +4.1% | +47.4% | +50.0% |
| All | +58.9% | -11.1% | +70.1% | +58.3% |
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 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