+5,596.8%
HON vs SONY
+516.6%
+5,080.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.6% |
| 7D | -0.8% | -5.2% | +4.3% | +0.8% |
| 30D | -15.2% | +0.3% | -15.5% | -15.3% |
| 3M | -6.0% | +6.2% | -12.2% | -8.2% |
| 6M | -14.9% | +9.5% | -24.4% | -17.9% |
| YTD | +3.2% | -8.1% | +11.2% | +4.9% |
| 1Y | 0.0% | -17.9% | +17.9% | +4.9% |
| 3Y | +21.5% | +41.5% | -20.0% | +5.3% |
| 5Y | +4.0% | +11.8% | -7.8% | -4.6% |
| 10Y | +138.4% | +275.4% | -137.0% | +45.1% |
| All | +5,596.8% | +516.6% | +5,080.2% | +2,372.7% |
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