-87.4%
OPEN vs DAR
+136.5%
-223.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.1% | -0.9% | +1.4% |
| 7D | -31.1% | +3.6% | -34.7% | -32.2% |
| 30D | -34.7% | -11.3% | -23.4% | -30.5% |
| 3M | -61.9% | -13.1% | -48.8% | -59.5% |
| 6M | -71.9% | -15.1% | -56.8% | -70.0% |
| YTD | -76.6% | +50.5% | -127.1% | -82.6% |
| 1Y | -83.9% | +57.9% | -141.8% | -88.4% |
| 3Y | -34.4% | +28.9% | -63.3% | -48.2% |
| 5Y | -93.9% | -31.4% | -62.5% | -93.2% |
| All | -87.4% | +136.5% | -223.9% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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