+73.0%
CI vs OPEN
-86.9%
+159.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.7% |
| 7D | +0.1% | -21.7% | +21.8% | +0.5% |
| 30D | +4.7% | -36.5% | +41.1% | +5.4% |
| 3M | +5.2% | -59.5% | +64.8% | +6.6% |
| 6M | +3.8% | -71.9% | +75.6% | +5.6% |
| YTD | +9.2% | -75.8% | +85.0% | +11.2% |
| 1Y | +14.3% | -78.5% | +92.8% | +16.4% |
| 3Y | +8.4% | -30.2% | +38.6% | +6.0% |
| 5Y | +50.0% | -93.3% | +143.3% | +46.4% |
| All | +73.0% | -86.9% | +159.8% | +67.1% |
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