+123.7%
DIA vs OPEN
-72.1%
+195.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.5% | -0.6% |
| 7D | -1.2% | -2.9% | +1.7% | -1.1% |
| 30D | -2.7% | -13.8% | +11.1% | -2.1% |
| 3M | +3.3% | -30.9% | +34.1% | +4.7% |
| 6M | +10.4% | -40.9% | +51.4% | +12.5% |
| YTD | +10.0% | -48.5% | +58.5% | +12.4% |
| 1Y | +16.2% | -50.9% | +67.1% | +17.0% |
| 3Y | +58.7% | -20.6% | +79.4% | +47.3% |
| 5Y | +63.6% | -84.2% | +147.7% | +52.6% |
| All | +123.7% | -72.1% | +195.8% | +99.4% |
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