-16.8%
OPEN vs SYF
+164.6%
-181.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.3% | +2.4% | -6.7% | -5.9% |
| 30D | -16.2% | +0.8% | -17.1% | -16.7% |
| 3M | -36.4% | +13.4% | -49.8% | -42.3% |
| 6M | -35.5% | +16.3% | -51.8% | -42.8% |
| YTD | -46.0% | -3.0% | -43.0% | -45.3% |
| 1Y | -47.1% | +5.7% | -52.9% | -49.2% |
| All | -16.8% | +164.6% | -181.3% | -68.6% |
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