-86.9%
OPEN vs DAR
+129.3%
-216.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -3.9% | -1.9% |
| 7D | -21.7% | -2.8% | -18.9% | -20.4% |
| 30D | -36.5% | -12.8% | -23.7% | -31.9% |
| 3M | -59.5% | -11.6% | -48.0% | -57.6% |
| 6M | -71.9% | -16.8% | -55.1% | -69.7% |
| YTD | -75.8% | +45.9% | -121.7% | -81.7% |
| 1Y | -78.5% | +61.5% | -140.0% | -84.7% |
| 3Y | -30.2% | +23.0% | -53.2% | -43.5% |
| 5Y | -93.3% | -35.8% | -57.4% | -92.2% |
| All | -86.9% | +129.3% | -216.2% | -88.6% |
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