-88.6%
OPEN vs ALLE
+99.5%
-188.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.0% |
| 7D | -31.0% | +1.6% | -32.6% | -31.8% |
| 30D | -41.5% | +24.1% | -65.6% | -52.1% |
| 3M | -64.6% | +14.8% | -79.4% | -68.9% |
| 6M | -73.8% | +45.9% | -119.7% | -82.3% |
| YTD | -78.8% | +20.7% | -99.6% | -83.0% |
| 1Y | -86.8% | +14.2% | -101.0% | -88.8% |
| 3Y | -40.6% | +90.7% | -131.3% | -68.5% |
| 5Y | -94.7% | +50.6% | -145.2% | -96.9% |
| All | -88.6% | +99.5% | -188.1% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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