-87.4%
OPEN vs ALLE
+100.6%
-188.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.4% |
| 7D | -31.1% | -0.8% | -30.2% | -30.2% |
| 30D | -34.7% | +27.4% | -62.0% | -47.8% |
| 3M | -61.9% | +13.8% | -75.7% | -66.2% |
| 6M | -71.9% | +45.5% | -117.3% | -80.9% |
| YTD | -76.6% | +21.4% | -98.0% | -81.4% |
| 1Y | -83.9% | +15.4% | -99.3% | -86.5% |
| 3Y | -34.4% | +91.7% | -126.1% | -65.4% |
| 5Y | -93.9% | +54.5% | -148.5% | -96.5% |
| All | -87.4% | +100.6% | -188.0% | -93.1% |
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