+130.7%
ONTO vs SONY
+12.1%
+118.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.7% |
| 7D | +17.5% | +0.3% | +17.2% | +17.2% |
| 30D | -15.7% | +11.1% | -26.8% | -22.1% |
| 3M | -39.7% | +14.7% | -54.4% | -46.0% |
| 6M | -26.5% | +18.8% | -45.3% | -37.3% |
| YTD | +29.0% | +5.7% | +23.2% | +19.3% |
| 1Y | +57.0% | -8.1% | +65.0% | +61.0% |
| 3Y | +50.0% | +64.0% | -14.0% | -8.0% |
| All | +130.7% | +12.1% | +118.6% | +104.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling