-70.8%
OPEN vs AU
+429.0%
-499.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.3% |
| 7D | -4.3% | -3.6% | -0.6% | -3.3% |
| 30D | -16.2% | +23.9% | -40.1% | -20.9% |
| 3M | -36.4% | +19.1% | -55.4% | -39.5% |
| 6M | -35.5% | -0.2% | -35.3% | -36.8% |
| YTD | -46.0% | +32.5% | -78.4% | -51.1% |
| 1Y | -47.1% | +96.9% | -144.1% | -56.9% |
| 3Y | -19.0% | +614.7% | -633.8% | -55.4% |
| 5Y | -83.6% | +647.7% | -731.3% | -91.7% |
| All | -70.8% | +429.0% | -499.8% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling