+128.5%
ADP vs OPEN
-86.9%
+215.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +1.1% | -21.7% | +22.8% | +1.9% |
| 30D | +11.5% | -36.5% | +48.0% | +13.2% |
| 3M | +12.0% | -59.5% | +71.6% | +15.6% |
| 6M | +43.8% | -71.9% | +115.7% | +50.0% |
| YTD | +20.1% | -75.8% | +95.9% | +25.5% |
| 1Y | +22.3% | -78.5% | +100.8% | +28.0% |
| 3Y | +43.3% | -30.2% | +73.5% | +32.9% |
| 5Y | +47.3% | -93.3% | +140.6% | +39.8% |
| All | +128.5% | -86.9% | +215.4% | +101.5% |
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 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