-84.2%
OPEN vs SONY
+9.8%
-94.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | -2.9% | -4.9% | +2.0% | +2.0% |
| 30D | -13.8% | -1.6% | -12.2% | -12.9% |
| 3M | -30.9% | +10.0% | -40.9% | -39.1% |
| 6M | -40.9% | +8.4% | -49.4% | -48.1% |
| YTD | -48.5% | -8.4% | -40.1% | -45.6% |
| 1Y | -50.9% | -18.4% | -32.5% | -39.6% |
| 3Y | -20.6% | +41.0% | -61.6% | -55.8% |
| 5Y | -84.2% | +9.3% | -93.4% | -87.2% |
| All | -84.2% | +9.8% | -94.0% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling