+493.5%
ONTO vs SONY
+134.4%
+359.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.9% |
| 7D | +34.4% | -3.2% | +37.6% | +36.8% |
| 30D | -20.4% | +9.6% | -30.0% | -26.5% |
| 3M | -37.8% | +13.3% | -51.1% | -44.5% |
| 6M | -24.6% | +20.3% | -44.9% | -37.3% |
| YTD | +32.8% | +4.1% | +28.7% | +22.2% |
| 1Y | +54.7% | -11.9% | +66.6% | +61.4% |
| 3Y | +54.7% | +56.6% | -1.9% | -1.5% |
| 5Y | +134.0% | +10.9% | +123.1% | +95.5% |
| All | +493.5% | +134.4% | +359.1% | +183.3% |
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 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