-3.7%
HSY vs SONY
-10.8%
+7.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.9% |
| 7D | -3.3% | -1.2% | -2.1% | -3.1% |
| 30D | -2.8% | +9.4% | -12.3% | -4.2% |
| 3M | -4.5% | +10.5% | -15.0% | -6.7% |
| 6M | -24.2% | +11.7% | -35.9% | -26.0% |
| YTD | -2.7% | -4.1% | +1.3% | -3.7% |
| 1Y | -3.7% | -11.8% | +8.0% | -2.9% |
| All | -3.7% | -10.8% | +7.1% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling