-70.8%
OPEN vs SYY
+74.9%
-145.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.3% |
| 7D | -4.3% | -2.3% | -1.9% | -3.1% |
| 30D | -16.2% | -4.9% | -11.3% | -13.9% |
| 3M | -36.4% | +8.4% | -44.7% | -39.9% |
| 6M | -35.5% | -7.4% | -28.1% | -33.7% |
| YTD | -46.0% | +11.0% | -57.0% | -50.5% |
| 1Y | -47.1% | -0.2% | -46.9% | -48.4% |
| 3Y | -19.0% | +23.8% | -42.8% | -32.2% |
| 5Y | -83.6% | +18.1% | -101.7% | -85.0% |
| All | -70.8% | +74.9% | -145.8% | -74.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling