-74.1%
OPEN vs SONY
+69.2%
-143.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -7.0% |
| 7D | -10.5% | -5.8% | -4.8% | -5.8% |
| 30D | -21.8% | -0.4% | -21.4% | -21.9% |
| 3M | -37.5% | +13.3% | -50.8% | -45.4% |
| 6M | -44.1% | +8.5% | -52.6% | -49.9% |
| YTD | -52.0% | -8.1% | -43.8% | -49.7% |
| 1Y | -52.2% | -17.9% | -34.3% | -43.1% |
| 3Y | -25.9% | +41.4% | -67.4% | -52.2% |
| 5Y | -85.1% | +9.3% | -94.3% | -87.8% |
| All | -74.1% | +69.2% | -143.3% | -80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling