+33.9%
O vs OPEN
-72.1%
+106.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.4% |
| 7D | -2.3% | -2.9% | +0.7% | -2.2% |
| 30D | -2.4% | -13.8% | +11.3% | -2.1% |
| 3M | -0.6% | -30.9% | +30.3% | +0.2% |
| 6M | -5.0% | -40.9% | +35.9% | -4.0% |
| YTD | +10.4% | -48.5% | +58.9% | +11.8% |
| 1Y | +6.6% | -50.9% | +57.5% | +6.7% |
| 3Y | +28.4% | -20.6% | +49.0% | +21.6% |
| 5Y | +15.3% | -84.2% | +99.4% | +7.0% |
| All | +33.9% | -72.1% | +106.0% | +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