-72.2%
OPEN vs SYY
+78.2%
-150.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.4% | -3.5% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | -13.8% | -2.7% | -11.1% | -12.6% |
| 3M | -30.9% | +5.9% | -36.8% | -33.6% |
| 6M | -40.9% | -2.3% | -38.6% | -41.1% |
| YTD | -48.5% | +13.1% | -61.6% | -53.4% |
| 1Y | -50.9% | +3.8% | -54.7% | -53.2% |
| 3Y | -20.6% | +26.7% | -47.4% | -34.4% |
| 5Y | -84.2% | +19.4% | -103.6% | -85.7% |
| All | -72.2% | +78.2% | -150.5% | -76.2% |
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