+373.7%
DE vs OPEN
-74.0%
+447.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -2.6% | -11.4% | +8.9% | -2.1% |
| 30D | +9.0% | -20.1% | +29.1% | +10.0% |
| 3M | +19.1% | -37.6% | +56.7% | +21.3% |
| 6M | +14.4% | -47.1% | +61.4% | +17.0% |
| YTD | +45.9% | -52.1% | +98.1% | +49.6% |
| 1Y | +43.6% | -73.5% | +117.1% | +49.8% |
| 3Y | +75.9% | -24.4% | +100.3% | +62.1% |
| 5Y | +98.8% | -85.1% | +183.9% | +88.4% |
| All | +373.7% | -74.0% | +447.7% | +343.4% |
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