-18.8%
OPEN vs SONY
+41.5%
-60.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | +0.3% |
| 7D | +1.0% | -5.2% | +6.1% | +4.6% |
| 30D | -11.9% | +0.3% | -12.2% | -12.4% |
| 3M | -28.8% | +6.2% | -35.0% | -32.9% |
| 6M | -38.6% | +9.5% | -48.1% | -44.0% |
| YTD | -47.3% | -8.1% | -39.3% | -44.6% |
| 1Y | -49.2% | -17.9% | -31.2% | -40.2% |
| 3Y | -18.8% | +41.5% | -60.3% | -44.2% |
| All | -18.8% | +41.5% | -60.2% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling