-49.2%
OPEN vs EXR
+0.3%
-49.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.5% | -2.5% |
| 7D | +1.0% | -0.7% | +1.7% | +1.5% |
| 30D | -11.9% | -6.9% | -5.0% | -7.4% |
| 3M | -28.8% | -3.0% | -25.8% | -28.3% |
| 6M | -38.6% | -2.9% | -35.7% | -38.7% |
| YTD | -47.3% | +9.3% | -56.6% | -55.5% |
| 1Y | -49.2% | -0.9% | -48.2% | -45.9% |
| All | -49.2% | +0.3% | -49.5% | -45.9% |
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