-83.4%
OPEN vs USFD
+445.7%
-529.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.8% | -6.8% | -7.8% |
| 7D | -5.8% | +3.9% | -9.7% | -7.7% |
| 30D | -21.1% | +10.7% | -31.8% | -25.5% |
| 3M | -52.4% | +6.3% | -58.7% | -54.2% |
| 6M | -65.8% | +16.2% | -82.0% | -69.4% |
| YTD | -69.3% | +41.9% | -111.2% | -76.7% |
| 1Y | -75.2% | +44.2% | -119.4% | -81.4% |
| 3Y | -14.4% | +159.8% | -174.1% | -55.7% |
| 5Y | -92.0% | +177.1% | -269.1% | -96.1% |
| All | -83.4% | +445.7% | -529.1% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling