-74.1%
OPEN vs ETR
+173.2%
-247.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.3% |
| 7D | -10.5% | -1.9% | -8.6% | -10.0% |
| 30D | -21.8% | -0.2% | -21.6% | -21.8% |
| 3M | -37.5% | -3.7% | -33.8% | -36.9% |
| 6M | -44.1% | +2.1% | -46.2% | -45.1% |
| YTD | -52.0% | +16.5% | -68.4% | -54.9% |
| 1Y | -52.2% | +22.5% | -74.7% | -55.6% |
| 3Y | -25.9% | +144.7% | -170.6% | -42.9% |
| 5Y | -85.1% | +125.2% | -210.3% | -87.8% |
| All | -74.1% | +173.2% | -247.3% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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