-86.9%
OPEN vs DRI
+281.4%
-368.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.4% |
| 7D | -21.7% | +3.1% | -24.8% | -22.9% |
| 30D | -36.5% | +16.2% | -52.7% | -42.5% |
| 3M | -59.5% | +8.4% | -67.9% | -61.7% |
| 6M | -71.9% | +19.0% | -90.9% | -75.6% |
| YTD | -75.8% | +28.8% | -104.6% | -80.4% |
| 1Y | -78.5% | +33.1% | -111.6% | -83.1% |
| 3Y | -30.2% | +70.8% | -101.0% | -56.3% |
| 5Y | -93.3% | +74.2% | -167.5% | -95.9% |
| All | -86.9% | +281.4% | -368.4% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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