+159.7%
F vs OPEN
-88.9%
+248.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.4% |
| 7D | -3.1% | -15.0% | +11.9% | -1.6% |
| 30D | 0.0% | -40.2% | +40.2% | +4.5% |
| 3M | -13.2% | -67.4% | +54.2% | -3.9% |
| 6M | -10.2% | -74.0% | +63.8% | +1.0% |
| YTD | -4.9% | -79.6% | +74.7% | +8.4% |
| 1Y | -6.1% | -86.1% | +80.0% | +10.7% |
| 3Y | +46.0% | -41.4% | +87.3% | +25.4% |
| 5Y | -15.7% | -94.9% | +79.2% | -17.6% |
| All | +159.7% | -88.9% | +248.6% | +138.1% |
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