+105.0%
ADM vs OPEN
-86.9%
+191.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -7.8% | -21.7% | +13.8% | -7.6% |
| 30D | -12.6% | -36.5% | +23.9% | -12.1% |
| 3M | -8.2% | -59.5% | +51.3% | -7.2% |
| 6M | -8.9% | -71.9% | +63.0% | -7.5% |
| YTD | +24.0% | -75.8% | +99.8% | +26.0% |
| 1Y | +26.2% | -78.5% | +104.7% | +28.3% |
| 3Y | +7.0% | -30.2% | +37.2% | +4.9% |
| 5Y | +24.9% | -93.3% | +118.1% | +23.1% |
| All | +105.0% | -86.9% | +191.9% | +93.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling