+211.6%
HAS vs SONY
+59.5%
+152.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +2.2% | +6.1% | -3.9% | +0.6% |
| 30D | +29.6% | +12.2% | +17.4% | +25.9% |
| 3M | +30.3% | +15.3% | +14.9% | +25.6% |
| 6M | +25.6% | +34.3% | -8.7% | +16.1% |
| YTD | +50.8% | +5.7% | +45.1% | +48.2% |
| 1Y | +63.0% | -2.3% | +65.4% | +63.3% |
| 3Y | +211.6% | +67.1% | +144.4% | +183.1% |
| All | +211.6% | +59.5% | +152.0% | +183.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling