+24.2%
NOW vs OPEN
-87.8%
+112.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.1% | +4.0% | -2.2% |
| 7D | -8.7% | -24.7% | +16.0% | -6.1% |
| 30D | -29.3% | -41.0% | +11.7% | -25.2% |
| 3M | -21.8% | -62.4% | +40.5% | -13.0% |
| 6M | +9.2% | -73.9% | +83.1% | +26.4% |
| YTD | -35.0% | -77.5% | +42.6% | -24.3% |
| 1Y | -42.5% | -83.6% | +41.1% | -31.1% |
| 3Y | -21.5% | -37.0% | +15.5% | -37.9% |
| 5Y | -25.8% | -93.3% | +67.5% | -26.6% |
| All | +24.2% | -87.8% | +112.0% | +14.7% |
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