+2,872.9%
FIX vs OPEN
-88.9%
+2,961.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.3% | -1.1% |
| 7D | +9.4% | -15.0% | +24.4% | +10.7% |
| 30D | -27.8% | -40.2% | +12.4% | -25.5% |
| 3M | -35.6% | -67.4% | +31.8% | -30.4% |
| 6M | -45.2% | -74.0% | +28.8% | -40.0% |
| YTD | +19.5% | -79.6% | +99.1% | +32.4% |
| 1Y | +24.2% | -86.1% | +110.3% | +41.3% |
| 3Y | +494.2% | -41.4% | +535.5% | +446.8% |
| 5Y | +1,036.1% | -94.9% | +1,131.0% | +1,016.8% |
| All | +2,872.9% | -88.9% | +2,961.8% | +2,668.3% |
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