-17.1%
OPEN vs EXR
+24.9%
-42.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +1.9% |
| 7D | -4.3% | -2.6% | -1.7% | -1.6% |
| 30D | -16.2% | -7.2% | -9.0% | -9.4% |
| 3M | -36.4% | -3.5% | -32.9% | -34.9% |
| 6M | -35.5% | -5.3% | -30.2% | -33.2% |
| YTD | -46.0% | +9.4% | -55.3% | -52.6% |
| 1Y | -47.1% | +1.3% | -48.5% | -49.3% |
| All | -17.1% | +24.9% | -42.0% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling