+169.7%
F vs OPEN
-86.9%
+256.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | -0.6% | -21.7% | +21.0% | +1.4% |
| 30D | +2.9% | -36.5% | +39.4% | +6.9% |
| 3M | -9.5% | -59.5% | +50.1% | -1.8% |
| 6M | +4.0% | -71.9% | +75.9% | +16.1% |
| YTD | -1.3% | -75.8% | +74.5% | +10.8% |
| 1Y | -1.9% | -78.5% | +76.6% | +10.5% |
| 3Y | +53.5% | -30.2% | +83.7% | +29.7% |
| 5Y | -15.1% | -93.3% | +78.1% | -18.9% |
| All | +169.7% | -86.9% | +256.6% | +143.4% |
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