+17.6%
ONDS vs SONY
+30.8%
-13.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.4% |
| 7D | -5.1% | -2.7% | -2.4% | -3.4% |
| 30D | -26.0% | +1.5% | -27.5% | -27.3% |
| 3M | -26.4% | +13.0% | -39.5% | -34.3% |
| 6M | -26.4% | +11.2% | -37.7% | -34.1% |
| YTD | -25.9% | -6.6% | -19.3% | -24.2% |
| 1Y | +12.6% | -18.1% | +30.7% | +27.9% |
| 3Y | +706.9% | +42.1% | +664.8% | +478.0% |
| 5Y | -2.4% | +11.0% | -13.5% | -13.8% |
| All | +17.6% | +30.8% | -13.2% | -2.4% |
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