-87.9%
OPEN vs ESI
+230.2%
-318.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.6% |
| 7D | -24.7% | -6.6% | -18.1% | -21.3% |
| 30D | -41.0% | -9.8% | -31.2% | -37.3% |
| 3M | -62.4% | -11.9% | -50.4% | -59.6% |
| 6M | -73.9% | -25.1% | -48.8% | -69.1% |
| YTD | -77.5% | +31.9% | -109.4% | -85.0% |
| 1Y | -83.6% | +19.2% | -102.8% | -87.8% |
| 3Y | -37.0% | +76.2% | -113.2% | -67.5% |
| 5Y | -93.3% | +39.4% | -132.7% | -95.9% |
| All | -87.9% | +230.2% | -318.1% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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