-94.7%
OPEN vs SYF
+60.4%
-155.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.5% | -4.4% |
| 7D | -15.0% | -2.0% | -13.0% | -13.3% |
| 30D | -40.2% | +1.2% | -41.4% | -40.5% |
| 3M | -67.4% | -9.4% | -58.0% | -64.3% |
| 6M | -74.0% | +4.4% | -78.4% | -75.1% |
| YTD | -79.6% | -11.9% | -67.7% | -77.4% |
| 1Y | -86.1% | -0.4% | -85.7% | -86.3% |
| 3Y | -41.4% | +159.6% | -200.9% | -79.3% |
| All | -94.7% | +60.4% | -155.1% | -97.5% |
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