-86.9%
OPEN vs A
+115.6%
-202.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -2.1% |
| 7D | -21.7% | +4.8% | -26.4% | -25.2% |
| 30D | -36.5% | +5.6% | -42.1% | -40.0% |
| 3M | -59.5% | +23.6% | -83.2% | -67.3% |
| 6M | -71.9% | +56.4% | -128.2% | -82.5% |
| YTD | -75.8% | +33.4% | -109.2% | -82.5% |
| 1Y | -78.5% | +23.7% | -102.2% | -83.0% |
| 3Y | -30.2% | +71.0% | -101.2% | -62.9% |
| 5Y | -93.3% | +16.8% | -110.1% | -94.5% |
| All | -86.9% | +115.6% | -202.6% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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