+167.1%
F vs OPEN
-87.3%
+254.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -0.7% |
| 7D | -2.1% | -31.1% | +28.9% | +1.1% |
| 30D | +3.3% | -34.7% | +38.0% | +7.1% |
| 3M | -11.3% | -61.9% | +50.6% | -3.3% |
| 6M | +5.3% | -71.9% | +77.2% | +17.5% |
| YTD | -2.2% | -76.6% | +74.4% | +10.1% |
| 1Y | -3.5% | -83.9% | +80.4% | +12.0% |
| 3Y | +49.5% | -34.4% | +83.9% | +27.2% |
| 5Y | -13.5% | -93.9% | +80.4% | -16.7% |
| All | +167.1% | -87.3% | +254.4% | +141.8% |
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