-82.3%
OPEN vs DRI
+32.5%
-114.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.1% |
| 7D | -21.7% | +3.1% | -24.8% | -22.4% |
| 30D | -36.5% | +16.2% | -52.7% | -38.9% |
| 3M | -59.5% | +8.4% | -67.9% | -60.5% |
| 6M | -71.9% | +19.0% | -90.9% | -73.6% |
| YTD | -75.8% | +28.8% | -104.6% | -79.5% |
| All | -82.3% | +32.5% | -114.8% | -86.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling