-41.4%
OPEN vs USFD
+156.3%
-197.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -15.0% | +1.7% | -16.7% | -15.9% |
| 30D | -40.2% | +10.2% | -50.4% | -43.3% |
| 3M | -67.4% | -1.5% | -65.9% | -67.1% |
| 6M | -74.0% | +27.3% | -101.4% | -78.3% |
| YTD | -79.6% | +44.0% | -123.6% | -85.8% |
| 1Y | -86.1% | +50.4% | -136.5% | -90.7% |
| 3Y | -41.4% | +153.6% | -194.9% | -76.4% |
| All | -41.4% | +156.3% | -197.6% | -76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling