+695.7%
ONTO vs SONY
+106.9%
+588.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.2% | +9.1% | +7.7% |
| 7D | +9.7% | -5.2% | +14.8% | +13.2% |
| 30D | -8.8% | +0.3% | -9.1% | -9.9% |
| 3M | +4.5% | +6.2% | -1.7% | -3.4% |
| 6M | +56.4% | +9.5% | +46.9% | +40.6% |
| YTD | +78.1% | -8.1% | +86.2% | +81.9% |
| 1Y | +171.3% | -17.9% | +189.2% | +199.9% |
| 3Y | +118.7% | +41.5% | +77.2% | +51.0% |
| 5Y | +269.4% | +11.8% | +257.6% | +208.8% |
| All | +695.7% | +106.9% | +588.8% | +321.7% |
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