+46.2%
HAS vs SONY
+41.5%
+4.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.2% | +1.8% | -1.3% |
| 7D | -3.1% | -5.2% | +2.1% | -1.8% |
| 30D | -2.7% | +0.3% | -3.0% | -2.8% |
| 3M | +8.9% | +6.2% | +2.7% | +7.1% |
| 6M | -2.9% | +9.5% | -12.5% | -5.7% |
| YTD | +12.6% | -8.1% | +20.7% | +14.8% |
| 1Y | +17.5% | -17.9% | +35.4% | +23.2% |
| 3Y | +46.2% | +41.5% | +4.7% | +30.1% |
| All | +46.2% | +41.5% | +4.8% | +30.1% |
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