+43.1%
ONTO vs SONY
-6.4%
+49.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.2% | -10.9% | -8.1% |
| 7D | -17.4% | +2.9% | -20.3% | -16.7% |
| 30D | -43.2% | +10.2% | -53.4% | -42.1% |
| 3M | -35.7% | +16.1% | -51.8% | -34.6% |
| 6M | -38.3% | +32.1% | -70.4% | -40.3% |
| YTD | +17.1% | +1.4% | +15.7% | +20.2% |
| 1Y | +43.1% | -7.0% | +50.2% | +47.1% |
| All | +43.1% | -6.4% | +49.5% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling