-89.0%
OPEN vs AG
+61.1%
-150.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -2.9% |
| 7D | -15.0% | -10.0% | -5.0% | -12.3% |
| 30D | -40.2% | -10.5% | -29.7% | -38.1% |
| 3M | -67.4% | -27.3% | -40.1% | -64.3% |
| 6M | -74.0% | -43.0% | -31.0% | -69.9% |
| YTD | -79.6% | -17.9% | -61.7% | -78.9% |
| 1Y | -86.1% | +11.9% | -98.0% | -86.8% |
| 3Y | -41.4% | +201.8% | -243.2% | -59.3% |
| 5Y | -94.9% | -0.1% | -94.8% | -95.6% |
| All | -89.0% | +61.1% | -150.1% | -92.2% |
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