-100.0%
DFNS vs OPEN
-88.5%
-11.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.0% |
| 7D | -42.8% | -21.7% | -21.1% | -42.7% |
| 30D | -67.6% | -36.5% | -31.1% | -67.4% |
| 3M | -94.9% | -59.5% | -35.3% | -94.8% |
| 6M | -96.7% | -71.9% | -24.9% | -96.7% |
| YTD | -99.6% | -75.8% | -23.8% | -99.6% |
| 1Y | -99.7% | -78.5% | -21.2% | -99.7% |
| 3Y | -100.0% | -30.2% | -69.8% | -100.0% |
| 5Y | -100.0% | -93.3% | -6.7% | -100.0% |
| All | -100.0% | -88.5% | -11.5% | -100.0% |
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