-8.6%
ONON vs SONY
+42.2%
-50.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.3% |
| 7D | -2.1% | -2.7% | +0.6% | -0.8% |
| 30D | -11.6% | +1.5% | -13.1% | -12.3% |
| 3M | -30.1% | +13.0% | -43.1% | -34.1% |
| 6M | -30.5% | +11.2% | -41.7% | -34.5% |
| YTD | -41.0% | -6.6% | -34.4% | -39.6% |
| 1Y | -36.7% | -18.1% | -18.6% | -31.0% |
| 3Y | -8.6% | +42.1% | -50.7% | -29.2% |
| All | -8.6% | +42.2% | -50.8% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling