-84.0%
OPEN vs SYF
+89.0%
-173.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.3% | +2.4% | -6.7% | -6.2% |
| 30D | -16.2% | +0.8% | -17.1% | -16.8% |
| 3M | -36.4% | +13.4% | -49.8% | -43.4% |
| 6M | -35.5% | +16.3% | -51.8% | -44.1% |
| YTD | -46.0% | -3.0% | -43.0% | -45.3% |
| 1Y | -47.1% | +5.7% | -52.9% | -49.7% |
| 3Y | -19.0% | +160.1% | -179.1% | -70.0% |
| All | -84.0% | +89.0% | -173.0% | -93.2% |
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