+21.6%
SYY vs ONTO
+258.9%
-237.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.1% | +2.2% |
| 7D | -0.2% | +9.4% | -9.6% | -0.9% |
| 30D | -2.7% | -4.4% | +1.7% | -2.6% |
| 3M | +5.9% | +1.6% | +4.3% | +4.4% |
| 6M | -2.3% | +45.3% | -47.6% | -7.0% |
| YTD | +13.1% | +76.4% | -63.3% | +5.8% |
| 1Y | +3.8% | +167.2% | -163.4% | -6.8% |
| 3Y | +26.7% | +116.6% | -89.8% | +6.8% |
| All | +21.6% | +258.9% | -237.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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