-71.4%
OPEN vs SYY
+8.7%
-80.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.8% | +10.0% | +12.9% |
| 7D | +3.7% | -6.3% | +10.0% | +4.6% |
| 30D | -14.3% | +0.7% | -15.0% | -14.2% |
| 3M | -51.9% | -6.4% | -45.5% | -51.5% |
| 6M | -61.4% | +7.6% | -69.0% | -62.4% |
| YTD | -66.0% | +7.4% | -73.5% | -65.6% |
| 1Y | -71.4% | +8.3% | -79.7% | -70.9% |
| All | -71.4% | +8.7% | -80.1% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling