+11.3%
DOW vs OPEN
-88.5%
+99.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.5% | +11.4% | +2.4% |
| 7D | +3.7% | -31.0% | +34.7% | +5.6% |
| 30D | +16.3% | -41.5% | +57.7% | +19.2% |
| 3M | +9.7% | -64.6% | +74.3% | +15.5% |
| 6M | -14.1% | -73.8% | +59.7% | -8.5% |
| YTD | +46.6% | -78.8% | +125.4% | +57.3% |
| 1Y | +56.8% | -86.8% | +143.7% | +72.5% |
| 3Y | -20.4% | -40.6% | +20.3% | -26.8% |
| 5Y | -27.4% | -94.7% | +67.2% | -30.9% |
| All | +11.3% | -88.5% | +99.8% | -6.6% |
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