+61.2%
ONTO vs SONY
-10.0%
+71.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.7% | +8.6% |
| 7D | +16.4% | +2.1% | +14.3% | +17.6% |
| 30D | -21.4% | +9.2% | -30.6% | -19.6% |
| 3M | -32.7% | +12.2% | -44.9% | -31.2% |
| 6M | -25.2% | +24.4% | -49.6% | -24.6% |
| YTD | +36.2% | +3.5% | +32.8% | +48.5% |
| 1Y | +61.2% | -9.2% | +70.3% | +86.3% |
| All | +61.2% | -10.0% | +71.1% | +86.3% |
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 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