-30.0%
OPEN vs EXR
+69.9%
-99.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.2% | -21.2% |
| 7D | -22.2% | +5.2% | -27.4% | -25.8% |
| 30D | -38.3% | +20.9% | -59.2% | -48.8% |
| 3M | -59.4% | +7.7% | -67.1% | -62.2% |
| 6M | -74.4% | +13.2% | -87.5% | -77.7% |
| YTD | -76.0% | +26.5% | -102.5% | -81.7% |
| 1Y | -78.7% | +27.2% | -105.9% | -84.0% |
| 3Y | -30.0% | +71.5% | -101.5% | -59.8% |
| All | -30.0% | +69.9% | -99.9% | -59.8% |
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