+3,001.5%
FIX vs OPEN
-87.3%
+3,088.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.2% | +0.8% | +4.7% |
| 7D | +6.4% | -31.1% | +37.5% | +9.2% |
| 30D | -29.1% | -34.7% | +5.6% | -27.3% |
| 3M | -31.1% | -61.9% | +30.7% | -26.5% |
| 6M | -42.8% | -71.9% | +29.0% | -37.7% |
| YTD | +24.6% | -76.6% | +101.2% | +36.7% |
| 1Y | +21.9% | -83.9% | +105.8% | +37.2% |
| 3Y | +524.9% | -34.4% | +559.3% | +470.3% |
| 5Y | +1,092.2% | -93.9% | +1,186.2% | +1,059.5% |
| All | +3,001.5% | -87.3% | +3,088.8% | +2,759.2% |
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