-89.0%
OPEN vs SYY
+69.7%
-158.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.3% |
| 7D | -15.0% | +0.3% | -15.3% | -15.1% |
| 30D | -40.2% | -4.8% | -35.4% | -38.7% |
| 3M | -67.4% | -7.1% | -60.3% | -66.2% |
| 6M | -74.0% | +6.8% | -80.8% | -75.4% |
| YTD | -79.6% | +7.7% | -87.2% | -81.0% |
| 1Y | -86.1% | +5.7% | -91.8% | -87.0% |
| 3Y | -41.4% | +24.6% | -65.9% | -51.4% |
| 5Y | -94.9% | +15.6% | -110.5% | -95.2% |
| All | -89.0% | +69.7% | -158.7% | -90.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling