-1.8%
AGG vs OPEN
-74.0%
+72.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -1.1% | -11.4% | +10.4% | -0.9% |
| 30D | -1.1% | -20.1% | +18.9% | -0.9% |
| 3M | -1.9% | -37.6% | +35.7% | -1.5% |
| 6M | -1.7% | -47.1% | +45.3% | -1.2% |
| YTD | -1.3% | -52.1% | +50.8% | -0.8% |
| 1Y | -0.7% | -73.5% | +72.7% | +0.1% |
| 3Y | +12.5% | -24.4% | +36.9% | +10.7% |
| 5Y | -2.5% | -85.1% | +82.6% | -4.3% |
| All | -1.8% | -74.0% | +72.3% | -3.5% |
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