-70.8%
OPEN vs SONY
+76.7%
-147.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +2.0% |
| 7D | -4.3% | -1.2% | -3.1% | -3.3% |
| 30D | -16.2% | +9.4% | -25.7% | -23.2% |
| 3M | -36.4% | +10.5% | -46.8% | -43.0% |
| 6M | -35.5% | +11.7% | -47.1% | -43.7% |
| YTD | -46.0% | -4.1% | -41.9% | -45.5% |
| 1Y | -47.1% | -11.8% | -35.4% | -41.3% |
| 3Y | -19.0% | +45.9% | -64.9% | -49.1% |
| 5Y | -83.6% | +16.3% | -99.9% | -87.2% |
| All | -70.8% | +76.7% | -147.5% | -78.8% |
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