+508.7%
ONTO vs SONY
+132.9%
+375.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.7% | +9.4% |
| 7D | +16.4% | +2.1% | +14.3% | +13.6% |
| 30D | -21.4% | +9.2% | -30.6% | -27.2% |
| 3M | -32.7% | +12.2% | -44.9% | -39.6% |
| 6M | -25.2% | +24.4% | -49.6% | -39.6% |
| YTD | +36.2% | +3.5% | +32.8% | +25.9% |
| 1Y | +61.2% | -9.2% | +70.3% | +64.0% |
| 3Y | +58.7% | +55.6% | +3.1% | +1.4% |
| 5Y | +143.6% | +12.0% | +131.7% | +102.0% |
| All | +508.7% | +132.9% | +375.8% | +191.8% |
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