-70.8%
OPEN vs DRI
+257.1%
-327.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +1.0% |
| 7D | -4.3% | +0.6% | -4.8% | -4.7% |
| 30D | -16.2% | +3.8% | -20.1% | -18.8% |
| 3M | -36.4% | +13.0% | -49.4% | -42.9% |
| 6M | -35.5% | +8.3% | -43.8% | -40.8% |
| YTD | -46.0% | +20.6% | -66.6% | -54.4% |
| 1Y | -47.1% | +6.5% | -53.6% | -51.2% |
| 3Y | -19.0% | +53.7% | -72.7% | -45.4% |
| 5Y | -83.6% | +72.7% | -156.3% | -89.8% |
| All | -70.8% | +257.1% | -327.9% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling