-83.9%
OPEN vs USFD
+51.3%
-135.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | -31.1% | -0.2% | -30.9% | -31.0% |
| 30D | -34.7% | +12.3% | -47.0% | -36.3% |
| 3M | -61.9% | -0.7% | -61.2% | -62.6% |
| 6M | -71.9% | +31.3% | -103.1% | -73.7% |
| YTD | -76.6% | +45.7% | -122.3% | -83.8% |
| 1Y | -83.9% | +52.1% | -136.0% | -89.9% |
| All | -83.9% | +51.3% | -135.2% | -89.9% |
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