-71.6%
OPEN vs ALB
+77.7%
-149.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.6% | -5.1% | -4.1% |
| 7D | +1.0% | -4.4% | +5.4% | +3.5% |
| 30D | -11.9% | -1.2% | -10.7% | -12.1% |
| 3M | -28.8% | -13.3% | -15.5% | -24.3% |
| 6M | -38.6% | -19.8% | -18.8% | -33.2% |
| YTD | -47.3% | -7.9% | -39.4% | -49.3% |
| 1Y | -49.2% | +60.2% | -109.3% | -67.5% |
| 3Y | -18.8% | -26.4% | +7.7% | -18.5% |
| 5Y | -83.6% | -42.5% | -41.1% | -80.5% |
| All | -71.6% | +77.7% | -149.3% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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