+3,324.5%
HAS vs SONY
+543.6%
+2,781.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -1.8% | -1.2% | -0.6% | -1.5% |
| 30D | +2.3% | +9.4% | -7.2% | 0.0% |
| 3M | +10.4% | +10.5% | -0.1% | +7.4% |
| 6M | -3.2% | +11.7% | -14.9% | -6.3% |
| YTD | +15.4% | -4.1% | +19.5% | +15.8% |
| 1Y | +18.8% | -11.8% | +30.6% | +21.3% |
| 3Y | +43.9% | +45.9% | -2.0% | +28.7% |
| 5Y | +13.9% | +16.3% | -2.4% | +6.3% |
| 10Y | +56.4% | +297.6% | -241.2% | +8.8% |
| All | +3,324.5% | +543.6% | +2,781.0% | +1,526.6% |
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