-93.3%
OPEN vs USFD
+208.7%
-302.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | -24.7% | +8.4% | -33.1% | -29.8% |
| 30D | -41.0% | +12.7% | -53.7% | -46.9% |
| 3M | -62.4% | +1.1% | -63.5% | -62.6% |
| 6M | -73.9% | +30.2% | -104.0% | -80.4% |
| YTD | -77.5% | +45.8% | -123.4% | -86.1% |
| 1Y | -83.6% | +51.9% | -135.5% | -90.2% |
| 3Y | -37.0% | +158.5% | -195.5% | -80.2% |
| 5Y | -93.3% | +208.0% | -301.3% | -98.3% |
| All | -93.3% | +208.7% | -302.0% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling