+2,914.6%
FIX vs OPEN
-88.5%
+3,003.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.5% | +6.7% | -2.1% |
| 7D | +17.0% | -31.0% | +48.0% | +19.9% |
| 30D | -30.6% | -41.5% | +10.9% | -28.3% |
| 3M | -35.0% | -64.6% | +29.6% | -30.3% |
| 6M | -44.0% | -73.8% | +29.8% | -38.7% |
| YTD | +21.1% | -78.8% | +100.0% | +33.9% |
| 1Y | +16.3% | -86.8% | +103.1% | +32.7% |
| 3Y | +507.4% | -40.6% | +548.0% | +458.3% |
| 5Y | +1,052.1% | -94.7% | +1,146.7% | +1,029.3% |
| All | +2,914.6% | -88.5% | +3,003.1% | +2,699.3% |
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