+126.5%
HSY vs SONY
+293.1%
-166.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | +0.1% | -2.7% | +2.8% | +0.4% |
| 30D | -5.2% | +1.5% | -6.7% | -5.4% |
| 3M | -3.4% | +13.0% | -16.4% | -5.0% |
| 6M | -19.2% | +11.2% | -30.4% | -20.5% |
| YTD | -2.6% | -6.6% | +4.0% | -2.2% |
| 1Y | -3.8% | -18.1% | +14.3% | -1.8% |
| 3Y | -10.6% | +42.1% | -52.7% | -16.4% |
| 5Y | +12.3% | +11.0% | +1.3% | +7.8% |
| All | +126.5% | +293.1% | -166.6% | +76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling