-86.9%
OPEN vs ALB
+36.4%
-123.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -21.7% | +9.5% | -31.1% | -26.0% |
| 30D | -36.5% | -2.1% | -34.4% | -35.8% |
| 3M | -59.5% | -24.1% | -35.4% | -52.7% |
| 6M | -71.9% | -51.0% | -20.8% | -57.6% |
| YTD | -75.8% | -29.3% | -46.5% | -72.7% |
| 1Y | -78.5% | +3.2% | -81.7% | -81.6% |
| 3Y | -30.2% | -9.3% | -20.9% | -41.4% |
| 5Y | -93.3% | -61.6% | -31.7% | -90.0% |
| All | -86.9% | +36.4% | -123.4% | -87.0% |
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