-87.0%
OPEN vs ENB
+121.5%
-208.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.5% | -19.3% | -20.0% |
| 7D | -22.2% | -5.2% | -17.0% | -18.9% |
| 30D | -38.3% | +2.2% | -40.5% | -39.1% |
| 3M | -59.4% | -8.1% | -51.3% | -57.0% |
| 6M | -74.4% | -11.2% | -63.2% | -72.4% |
| YTD | -76.0% | +2.0% | -78.0% | -77.1% |
| 1Y | -78.7% | +4.1% | -82.7% | -80.1% |
| 3Y | -30.0% | +64.7% | -94.7% | -57.4% |
| 5Y | -93.7% | +46.6% | -140.3% | -95.6% |
| All | -87.0% | +121.5% | -208.6% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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