+390.5%
ONTO vs SONY
+137.4%
+253.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.0% | +12.3% |
| 7D | -14.0% | +6.7% | -20.8% | -18.5% |
| 30D | -43.1% | +14.8% | -57.9% | -49.0% |
| 3M | -35.5% | +16.9% | -52.4% | -43.6% |
| 6M | -41.1% | +30.2% | -71.3% | -53.9% |
| YTD | +9.8% | +5.5% | +4.3% | +0.3% |
| 1Y | +31.5% | -4.6% | +36.1% | +28.7% |
| 3Y | +45.2% | +57.2% | -12.1% | -7.7% |
| 5Y | +86.7% | +12.1% | +74.6% | +55.2% |
| All | +390.5% | +137.4% | +253.1% | +132.5% |
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