-71.6%
OPEN vs SYF
+276.0%
-347.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.4% |
| 7D | +1.0% | +2.6% | -1.6% | -0.8% |
| 30D | -11.9% | 0.0% | -11.9% | -11.9% |
| 3M | -28.8% | +11.9% | -40.7% | -34.6% |
| 6M | -38.6% | +18.9% | -57.5% | -46.1% |
| YTD | -47.3% | -4.6% | -42.8% | -46.0% |
| 1Y | -49.2% | +6.4% | -55.5% | -51.1% |
| 3Y | -18.8% | +167.2% | -185.9% | -60.8% |
| 5Y | -83.6% | +92.3% | -176.0% | -91.0% |
| All | -71.6% | +276.0% | -347.6% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 10y: compounded portfolio wealth divided by compounded SYF 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…
10y analysis · Full analysis span regression · 6 months rolling