+449.2%
ONTO vs SONY
+137.9%
+311.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.8% |
| 7D | +1.4% | +6.1% | -4.7% | -3.5% |
| 30D | -34.1% | +12.2% | -46.3% | -40.0% |
| 3M | -37.1% | +15.3% | -52.4% | -44.5% |
| 6M | -31.8% | +34.3% | -66.1% | -48.0% |
| YTD | +22.9% | +5.7% | +17.2% | +12.2% |
| 1Y | +39.5% | -2.3% | +41.9% | +34.3% |
| 3Y | +57.7% | +67.1% | -9.5% | -4.4% |
| 5Y | +115.8% | +13.0% | +102.8% | +78.3% |
| All | +449.2% | +137.9% | +311.3% | +160.0% |
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