+55.3%
ON vs SYY
+6.6%
+48.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +8.5% |
| 7D | +2.4% | +3.9% | -1.6% | +2.3% |
| 30D | -8.6% | -1.7% | -6.9% | -8.6% |
| 3M | -34.3% | +5.2% | -39.5% | -34.8% |
| 6M | +28.5% | -0.2% | +28.7% | +26.7% |
| YTD | +40.6% | +15.4% | +25.2% | +41.9% |
| 1Y | +55.3% | +5.6% | +49.7% | +53.8% |
| All | +55.3% | +6.6% | +48.7% | +53.8% |
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