+10.9%
DOW vs OPEN
-88.9%
+99.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.1% |
| 7D | +5.2% | -15.0% | +20.2% | +6.1% |
| 30D | +13.2% | -40.2% | +53.4% | +15.9% |
| 3M | +10.1% | -67.4% | +77.5% | +16.4% |
| 6M | -13.1% | -74.0% | +60.9% | -7.4% |
| YTD | +46.1% | -79.6% | +125.7% | +57.1% |
| 1Y | +50.0% | -86.1% | +136.1% | +64.5% |
| 3Y | -20.2% | -41.4% | +21.1% | -26.6% |
| 5Y | -27.7% | -94.9% | +67.2% | -31.0% |
| All | +10.9% | -88.9% | +99.8% | -6.8% |
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