-87.4%
OPEN vs SYY
+69.3%
-156.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.7% |
| 7D | -31.1% | 0.0% | -31.1% | -31.2% |
| 30D | -34.7% | -2.2% | -32.5% | -34.1% |
| 3M | -61.9% | -8.0% | -53.8% | -60.2% |
| 6M | -71.9% | +7.5% | -79.3% | -73.5% |
| YTD | -76.6% | +7.4% | -84.0% | -78.2% |
| 1Y | -83.9% | +4.9% | -88.8% | -84.9% |
| 3Y | -34.4% | +24.1% | -58.5% | -45.4% |
| 5Y | -93.9% | +13.4% | -107.3% | -94.4% |
| All | -87.4% | +69.3% | -156.7% | -88.9% |
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 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