+13.0%
HSY vs SONY
+8.8%
+4.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -0.4% | -5.8% | +5.4% | 0.0% |
| 30D | -3.4% | -0.4% | -3.1% | -3.4% |
| 3M | -0.5% | +13.3% | -13.8% | -1.4% |
| 6M | -19.1% | +8.5% | -27.6% | -19.7% |
| YTD | -2.1% | -8.1% | +6.1% | -2.0% |
| 1Y | -3.2% | -17.9% | +14.7% | -2.7% |
| 3Y | -8.8% | +41.4% | -50.2% | -10.9% |
| 5Y | +13.0% | +9.3% | +3.7% | +10.1% |
| All | +13.0% | +8.8% | +4.2% | +10.1% |
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