+4,328.1%
HSY vs SONY
+516.6%
+3,811.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.5% |
| 7D | -1.6% | -5.2% | +3.6% | -1.0% |
| 30D | -4.2% | +0.3% | -4.5% | -4.3% |
| 3M | -0.7% | +6.2% | -7.0% | -1.4% |
| 6M | -21.8% | +9.5% | -31.3% | -22.7% |
| YTD | -2.7% | -8.1% | +5.4% | -2.1% |
| 1Y | -4.8% | -17.9% | +13.1% | -3.2% |
| 3Y | -9.4% | +41.5% | -50.9% | -13.8% |
| 5Y | +11.3% | +11.8% | -0.6% | +7.5% |
| 10Y | +125.0% | +275.4% | -150.4% | +88.0% |
| All | +4,328.1% | +516.6% | +3,811.5% | +2,882.0% |
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 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