-1.3%
DOW vs OPEN
-72.1%
+70.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -6.0% | -2.9% | -3.1% | -5.9% |
| 30D | -2.7% | -13.8% | +11.1% | -2.0% |
| 3M | -10.5% | -30.9% | +20.4% | -9.0% |
| 6M | -12.4% | -40.9% | +28.5% | -10.6% |
| YTD | +30.0% | -48.5% | +78.6% | +33.5% |
| 1Y | +27.8% | -50.9% | +78.7% | +28.7% |
| 3Y | -34.9% | -20.6% | -14.3% | -41.0% |
| 5Y | -35.9% | -84.2% | +48.3% | -41.9% |
| All | -1.3% | -72.1% | +70.8% | -20.7% |
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