-86.9%
OPEN vs EXR
+112.3%
-199.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.1% |
| 7D | -21.7% | +2.7% | -24.3% | -23.3% |
| 30D | -36.5% | +18.9% | -55.4% | -46.2% |
| 3M | -59.5% | +8.4% | -67.9% | -62.5% |
| 6M | -71.9% | +14.3% | -86.2% | -75.7% |
| YTD | -75.8% | +27.2% | -103.1% | -81.3% |
| 1Y | -78.5% | +25.9% | -104.4% | -83.4% |
| 3Y | -30.2% | +54.6% | -84.8% | -54.8% |
| 5Y | -93.3% | -0.6% | -92.7% | -93.6% |
| All | -86.9% | +112.3% | -199.3% | -87.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling