+262.2%
ON vs OPEN
-88.9%
+351.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -3.1% |
| 7D | +12.2% | -15.0% | +27.2% | +14.8% |
| 30D | -3.1% | -40.2% | +37.1% | +3.2% |
| 3M | -12.9% | -67.4% | +54.5% | +1.0% |
| 6M | -38.6% | -74.0% | +35.4% | -26.9% |
| YTD | +31.2% | -79.6% | +110.8% | +59.7% |
| 1Y | +47.6% | -86.1% | +133.7% | +88.4% |
| 3Y | +6.6% | -41.4% | +48.0% | -15.8% |
| 5Y | +21.3% | -94.9% | +116.1% | +22.8% |
| All | +262.2% | -88.9% | +351.1% | +198.2% |
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