+64.1%
DIA vs OPEN
-84.0%
+148.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.0% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | -2.1% | -11.9% | +9.8% | -1.5% |
| 3M | +4.2% | -28.8% | +32.9% | +5.6% |
| 6M | +11.9% | -38.6% | +50.5% | +13.9% |
| YTD | +10.8% | -47.3% | +58.2% | +13.4% |
| 1Y | +17.5% | -49.2% | +66.7% | +18.2% |
| 3Y | +59.9% | -18.8% | +78.7% | +47.2% |
| 5Y | +64.1% | -83.6% | +147.8% | +51.5% |
| All | +64.1% | -84.0% | +148.2% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling