-71.6%
OPEN vs DRI
+250.6%
-322.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.3% |
| 7D | +1.0% | -1.2% | +2.2% | +1.8% |
| 30D | -11.9% | -0.4% | -11.5% | -12.1% |
| 3M | -28.8% | +9.5% | -38.3% | -34.5% |
| 6M | -38.6% | +6.5% | -45.1% | -43.1% |
| YTD | -47.3% | +18.4% | -65.8% | -55.0% |
| 1Y | -49.2% | +4.2% | -53.4% | -52.4% |
| 3Y | -18.8% | +57.1% | -75.9% | -46.2% |
| 5Y | -83.6% | +70.4% | -154.0% | -89.7% |
| All | -71.6% | +250.6% | -322.2% | -85.0% |
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