-35.9%
DOW vs OPEN
-84.0%
+48.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +3.0% | +0.6% |
| 7D | -2.9% | +1.0% | -3.9% | -3.0% |
| 30D | +2.0% | -11.9% | +13.9% | +2.6% |
| 3M | -12.5% | -28.8% | +16.2% | -11.2% |
| 6M | -9.2% | -38.6% | +29.4% | -7.4% |
| YTD | +30.8% | -47.3% | +78.1% | +34.4% |
| 1Y | +29.4% | -49.2% | +78.6% | +30.0% |
| 3Y | -34.6% | -18.8% | -15.8% | -41.4% |
| 5Y | -35.9% | -83.6% | +47.7% | -44.5% |
| All | -35.9% | -84.0% | +48.1% | -44.5% |
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