-18.8%
OPEN vs SYY
+25.4%
-44.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.4% |
| 7D | +1.0% | -2.8% | +3.8% | +2.1% |
| 30D | -11.9% | -5.3% | -6.6% | -9.9% |
| 3M | -28.8% | +5.1% | -33.9% | -31.1% |
| 6M | -38.6% | -5.0% | -33.6% | -37.8% |
| YTD | -47.3% | +10.7% | -58.0% | -51.3% |
| 1Y | -49.2% | +0.7% | -49.9% | -50.2% |
| 3Y | -18.8% | +24.0% | -42.8% | -37.8% |
| All | -18.8% | +25.4% | -44.2% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling