-87.9%
OPEN vs AG
+76.3%
-164.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.9% | -1.2% | -5.4% |
| 7D | -24.7% | +6.0% | -30.7% | -25.8% |
| 30D | -41.0% | -13.5% | -27.4% | -38.5% |
| 3M | -62.4% | -20.7% | -41.7% | -59.9% |
| 6M | -73.9% | -31.5% | -42.3% | -71.2% |
| YTD | -77.5% | -10.1% | -67.4% | -77.4% |
| 1Y | -83.6% | +26.0% | -109.6% | -84.8% |
| 3Y | -37.0% | +228.9% | -265.9% | -57.4% |
| 5Y | -93.3% | +8.7% | -102.0% | -94.5% |
| All | -87.9% | +76.3% | -164.2% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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