-47.1%
OPEN vs USFD
+34.2%
-81.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.3% | -3.0% | -1.2% | -3.4% |
| 30D | -16.2% | +3.5% | -19.8% | -17.2% |
| 3M | -36.4% | +26.6% | -62.9% | -43.8% |
| 6M | -35.5% | +11.7% | -47.2% | -38.6% |
| YTD | -46.0% | +38.1% | -84.1% | -66.4% |
| 1Y | -47.1% | +33.4% | -80.5% | -51.0% |
| All | -47.1% | +34.2% | -81.4% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling