-16.8%
OPEN vs USFD
+156.9%
-173.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -4.3% | -3.0% | -1.2% | -2.6% |
| 30D | -16.2% | +3.5% | -19.8% | -18.4% |
| 3M | -36.4% | +26.6% | -62.9% | -46.8% |
| 6M | -35.5% | +11.7% | -47.2% | -41.4% |
| YTD | -46.0% | +38.1% | -84.1% | -61.2% |
| 1Y | -47.1% | +33.4% | -80.5% | -60.2% |
| All | -16.8% | +156.9% | -173.7% | -65.9% |
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 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