+54.8%
ON vs SYY
+1.0%
+53.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.0% |
| 7D | +2.4% | -2.3% | +4.7% | +2.5% |
| 30D | -3.3% | -4.9% | +1.7% | -3.2% |
| 3M | -43.6% | +8.4% | -52.0% | -44.9% |
| 6M | +19.0% | -7.4% | +26.3% | +17.6% |
| YTD | +37.4% | +11.0% | +26.4% | +38.2% |
| 1Y | +54.8% | -0.2% | +55.0% | +54.7% |
| All | +54.8% | +1.0% | +53.8% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling