+18.5%
ONDS vs SONY
+28.3%
-9.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | -4.2% | -4.9% | +0.7% | -0.9% |
| 30D | -21.7% | -1.6% | -20.1% | -21.3% |
| 3M | -24.5% | +10.0% | -34.5% | -31.2% |
| 6M | -25.0% | +8.4% | -33.4% | -31.6% |
| YTD | -25.3% | -8.4% | -16.9% | -22.5% |
| 1Y | +33.8% | -18.4% | +52.1% | +52.3% |
| 3Y | +699.3% | +41.0% | +658.4% | +474.5% |
| 5Y | -5.2% | +9.3% | -14.5% | -15.3% |
| All | +18.5% | +28.3% | -9.7% | -0.3% |
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