-87.0%
OPEN vs DRI
+275.7%
-362.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.1% |
| 7D | -22.2% | +2.8% | -25.0% | -23.3% |
| 30D | -38.3% | +13.3% | -51.6% | -43.1% |
| 3M | -59.4% | +8.2% | -67.5% | -61.5% |
| 6M | -74.4% | +17.5% | -91.9% | -77.6% |
| YTD | -76.0% | +26.9% | -102.9% | -80.4% |
| 1Y | -78.7% | +31.6% | -110.2% | -83.1% |
| 3Y | -30.0% | +67.0% | -97.0% | -55.5% |
| 5Y | -93.7% | +72.9% | -166.6% | -96.2% |
| All | -87.0% | +275.7% | -362.8% | -93.4% |
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