-93.6%
OPEN vs SYF
+65.2%
-158.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.4% | -21.3% | -21.4% |
| 7D | -22.2% | -2.1% | -20.1% | -20.6% |
| 30D | -38.3% | +2.5% | -40.8% | -39.4% |
| 3M | -59.4% | -6.3% | -53.1% | -56.8% |
| 6M | -74.4% | -1.5% | -72.9% | -74.1% |
| YTD | -76.0% | -10.5% | -65.5% | -73.8% |
| 1Y | -78.7% | +1.5% | -80.2% | -79.2% |
| 3Y | -30.0% | +163.3% | -193.3% | -75.6% |
| All | -93.6% | +65.2% | -158.8% | -97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling