+108.9%
EXC vs OPEN
-87.8%
+196.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | -0.2% |
| 7D | +0.1% | -24.7% | +24.8% | +0.4% |
| 30D | +9.0% | -41.0% | +50.0% | +9.8% |
| 3M | +3.3% | -62.4% | +65.6% | +4.6% |
| 6M | +5.7% | -73.9% | +79.5% | +7.4% |
| YTD | +7.3% | -77.5% | +84.9% | +9.3% |
| 1Y | +2.9% | -83.6% | +86.5% | +5.2% |
| 3Y | +29.3% | -37.0% | +66.3% | +25.4% |
| 5Y | +40.1% | -93.3% | +133.3% | +35.4% |
| All | +108.9% | -87.8% | +196.7% | +92.5% |
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 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