+6.6%
ON vs SYY
+24.4%
-17.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -3.8% |
| 7D | +12.2% | +0.3% | +11.9% | +12.2% |
| 30D | -3.1% | -4.8% | +1.6% | -2.6% |
| 3M | -12.9% | -7.1% | -5.8% | -12.0% |
| 6M | -38.6% | +6.8% | -45.4% | -40.9% |
| YTD | +31.2% | +7.7% | +23.6% | +25.9% |
| 1Y | +47.6% | +5.7% | +42.0% | +42.3% |
| 3Y | +6.6% | +24.6% | -17.9% | -13.9% |
| All | +6.6% | +24.4% | -17.8% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling