-71.6%
OPEN vs AG
+144.8%
-216.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | +1.0% | +4.5% | -3.5% | -0.3% |
| 30D | -11.9% | +12.9% | -24.8% | -14.9% |
| 3M | -28.8% | +20.9% | -49.7% | -32.7% |
| 6M | -38.6% | -19.5% | -19.1% | -36.1% |
| YTD | -47.3% | +24.8% | -72.1% | -51.6% |
| 1Y | -49.2% | +120.2% | -169.4% | -60.1% |
| 3Y | -18.8% | +279.0% | -297.8% | -48.3% |
| 5Y | -83.6% | +67.9% | -151.5% | -87.9% |
| All | -71.6% | +144.8% | -216.4% | -82.0% |
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