-99.9%
DFNS vs OPEN
-75.0%
-24.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.8% |
| 7D | +0.8% | +1.0% | -0.2% | +0.8% |
| 30D | -73.2% | -11.9% | -61.3% | -73.2% |
| 3M | -72.4% | -28.8% | -43.7% | -72.5% |
| 6M | -95.2% | -38.6% | -56.6% | -95.2% |
| YTD | -98.0% | -47.3% | -50.6% | -98.0% |
| 1Y | -98.3% | -49.2% | -49.1% | -98.2% |
| 3Y | -99.9% | -18.8% | -81.1% | -99.9% |
| 5Y | -99.9% | -83.6% | -16.2% | -99.8% |
| All | -99.9% | -75.0% | -24.9% | -99.8% |
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