+191.3%
IR vs OPEN
-87.3%
+278.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.2% | -5.1% | -1.2% |
| 7D | +1.1% | -31.1% | +32.1% | +3.2% |
| 30D | +7.6% | -34.7% | +42.3% | +10.0% |
| 3M | +0.1% | -61.9% | +62.0% | +5.8% |
| 6M | +14.0% | -71.9% | +85.8% | +22.2% |
| YTD | +7.5% | -76.6% | +84.1% | +16.1% |
| 1Y | +10.1% | -83.9% | +94.0% | +21.3% |
| 3Y | +24.9% | -34.4% | +59.2% | +12.2% |
| 5Y | +46.9% | -93.9% | +140.8% | +40.3% |
| All | +191.3% | -87.3% | +278.6% | +163.6% |
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