+658.6%
ONTO vs SONY
+115.9%
+542.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +7.2% |
| 7D | -1.0% | -1.2% | +0.1% | -0.4% |
| 30D | -2.9% | +9.4% | -12.3% | -9.4% |
| 3M | -2.5% | +10.5% | -12.9% | -11.8% |
| 6M | +28.2% | +11.7% | +16.5% | +14.3% |
| YTD | +69.8% | -4.1% | +73.8% | +68.9% |
| 1Y | +162.9% | -11.8% | +174.7% | +176.3% |
| 3Y | +95.9% | +45.9% | +50.0% | +33.2% |
| 5Y | +244.5% | +16.3% | +228.2% | +181.3% |
| All | +658.6% | +115.9% | +542.6% | +291.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling