+254.8%
ON vs OPEN
-87.8%
+342.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.1% | +7.8% | +1.7% |
| 7D | -4.1% | -24.7% | +20.6% | -0.7% |
| 30D | -10.2% | -41.0% | +30.8% | -4.1% |
| 3M | -12.7% | -62.4% | +49.6% | -0.9% |
| 6M | -32.5% | -73.9% | +41.3% | -19.8% |
| YTD | +28.6% | -77.5% | +106.1% | +54.4% |
| 1Y | +43.4% | -83.6% | +127.0% | +78.6% |
| 3Y | +3.3% | -37.0% | +40.3% | -19.1% |
| 5Y | +22.5% | -93.3% | +115.8% | +19.6% |
| All | +254.8% | -87.8% | +342.6% | +188.3% |
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