+28.1%
NOW vs OPEN
-86.9%
+115.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -3.1% | -21.7% | +18.6% | -0.7% |
| 30D | -27.0% | -36.5% | +9.4% | -23.5% |
| 3M | -17.7% | -59.5% | +41.8% | -9.2% |
| 6M | +12.7% | -71.9% | +84.6% | +29.2% |
| YTD | -32.9% | -75.8% | +42.9% | -22.6% |
| 1Y | -40.4% | -78.5% | +38.1% | -30.9% |
| 3Y | -17.1% | -30.2% | +13.1% | -35.3% |
| 5Y | -25.7% | -93.3% | +67.6% | -26.5% |
| All | +28.1% | -86.9% | +115.0% | +17.3% |
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