-2.4%
AGG vs OPEN
-85.3%
+82.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | -0.6% |
| 7D | -0.9% | -10.5% | +9.6% | -0.8% |
| 30D | -1.0% | -21.8% | +20.8% | -0.7% |
| 3M | -1.3% | -37.5% | +36.2% | -0.9% |
| 6M | -2.1% | -44.1% | +42.0% | -1.6% |
| YTD | -1.2% | -52.0% | +50.7% | -0.7% |
| 1Y | -0.5% | -52.2% | +51.7% | -0.4% |
| 3Y | +12.4% | -25.9% | +38.4% | +10.5% |
| 5Y | -2.4% | -85.1% | +82.7% | -4.6% |
| All | -2.4% | -85.3% | +82.9% | -4.6% |
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