+5.0%
SYK vs OPEN
-85.2%
+90.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.7% | -1.7% |
| 7D | -12.3% | -10.5% | -1.8% | -11.9% |
| 30D | -22.4% | -21.8% | -0.7% | -21.6% |
| 3M | -12.3% | -37.5% | +25.2% | -10.8% |
| 6M | -24.3% | -44.1% | +19.8% | -22.8% |
| YTD | -22.8% | -52.0% | +29.2% | -20.9% |
| 1Y | -28.8% | -52.2% | +23.4% | -28.6% |
| 3Y | -4.0% | -25.9% | +21.9% | -11.9% |
| All | +5.0% | -85.2% | +90.2% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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