-84.0%
OPEN vs USFD
+215.8%
-299.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -4.3% | -3.0% | -1.2% | -1.8% |
| 30D | -16.2% | +3.5% | -19.8% | -19.6% |
| 3M | -36.4% | +26.6% | -62.9% | -50.7% |
| 6M | -35.5% | +11.7% | -47.2% | -44.4% |
| YTD | -46.0% | +38.1% | -84.1% | -64.5% |
| 1Y | -47.1% | +33.4% | -80.5% | -63.3% |
| 3Y | -19.0% | +155.8% | -174.8% | -73.4% |
| All | -84.0% | +215.8% | -299.9% | -95.5% |
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