+1.5%
HON vs SONY
+9.6%
-8.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | -3.5% | -2.7% | -0.8% | -2.8% |
| 30D | -13.8% | +1.5% | -15.3% | -14.2% |
| 3M | -11.7% | +13.0% | -24.7% | -14.8% |
| 6M | -18.7% | +11.2% | -29.9% | -21.4% |
| YTD | +0.2% | -6.6% | +6.9% | +1.4% |
| 1Y | -3.1% | -18.1% | +15.1% | +1.3% |
| 3Y | +17.0% | +42.1% | -25.1% | +2.7% |
| All | +1.5% | +9.6% | -8.2% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling