-71.4%
OPEN vs EXR
+28.1%
-99.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.1% | +10.7% | +12.2% |
| 7D | +3.7% | +11.3% | -7.6% | -1.4% |
| 30D | -14.3% | +21.2% | -35.5% | -21.6% |
| 3M | -51.9% | +8.7% | -60.7% | -54.2% |
| 6M | -61.4% | +18.2% | -79.6% | -65.0% |
| YTD | -66.0% | +27.9% | -94.0% | -70.7% |
| 1Y | -71.4% | +28.3% | -99.7% | -75.0% |
| All | -71.4% | +28.1% | -99.4% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling