+392.8%
HL vs SONY
+42.2%
+350.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.0% |
| 7D | -4.4% | -2.7% | -1.7% | -3.2% |
| 30D | +9.3% | +1.5% | +7.8% | +8.2% |
| 3M | +32.0% | +13.0% | +19.0% | +22.6% |
| 6M | -6.4% | +11.2% | -17.7% | -12.1% |
| YTD | +3.1% | -6.6% | +9.8% | +5.1% |
| 1Y | +77.6% | -18.1% | +95.7% | +91.6% |
| 3Y | +392.8% | +42.1% | +350.8% | +327.3% |
| All | +392.8% | +42.2% | +350.6% | +327.3% |
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 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