+2,872.3%
FIX vs OPEN
-86.9%
+2,959.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.4% |
| 7D | -7.2% | -21.7% | +14.4% | -6.0% |
| 30D | -35.1% | -36.5% | +1.4% | -33.3% |
| 3M | -34.3% | -59.5% | +25.3% | -30.2% |
| 6M | -42.9% | -71.9% | +28.9% | -37.9% |
| YTD | +19.5% | -75.8% | +95.3% | +30.7% |
| 1Y | +16.8% | -78.5% | +95.3% | +28.6% |
| 3Y | +506.7% | -30.2% | +536.9% | +451.2% |
| 5Y | +1,046.7% | -93.3% | +1,140.0% | +1,010.4% |
| All | +2,872.3% | -86.9% | +2,959.2% | +2,633.8% |
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