+276.4%
MAR vs OPEN
-74.0%
+350.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -0.5% | -11.4% | +10.9% | +0.2% |
| 30D | -5.4% | -20.1% | +14.6% | -4.2% |
| 3M | -15.5% | -37.6% | +22.1% | -13.3% |
| 6M | +3.0% | -47.1% | +50.0% | +6.3% |
| YTD | +8.5% | -52.1% | +60.7% | +12.4% |
| 1Y | +26.0% | -73.5% | +99.4% | +33.8% |
| 3Y | +68.6% | -24.4% | +93.0% | +50.7% |
| 5Y | +157.4% | -85.1% | +242.5% | +134.6% |
| All | +276.4% | -74.0% | +350.4% | +194.4% |
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