-41.4%
OPEN vs SYF
+159.4%
-200.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.5% | -4.3% |
| 7D | -15.0% | -2.0% | -13.0% | -13.6% |
| 30D | -40.2% | +1.2% | -41.4% | -40.4% |
| 3M | -67.4% | -9.4% | -58.0% | -64.8% |
| 6M | -74.0% | +4.4% | -78.4% | -74.8% |
| YTD | -79.6% | -11.9% | -67.7% | -77.7% |
| 1Y | -86.1% | -0.4% | -85.7% | -86.1% |
| 3Y | -41.4% | +159.6% | -200.9% | -77.6% |
| All | -41.4% | +159.4% | -200.8% | -77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling