+27.5%
NOW vs OPEN
-88.9%
+116.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +2.0% |
| 7D | +0.3% | -15.0% | +15.3% | +2.2% |
| 30D | -27.0% | -40.2% | +13.2% | -22.8% |
| 3M | -19.6% | -67.4% | +47.8% | -9.0% |
| 6M | +17.5% | -74.0% | +91.5% | +35.9% |
| YTD | -33.3% | -79.6% | +46.3% | -21.4% |
| 1Y | -39.8% | -86.1% | +46.3% | -26.3% |
| 3Y | -19.9% | -41.4% | +21.5% | -36.2% |
| 5Y | -26.1% | -94.9% | +68.8% | -24.5% |
| All | +27.5% | -88.9% | +116.4% | +19.1% |
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