-41.4%
OPEN vs EXR
+53.5%
-94.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -15.0% | -0.4% | -14.6% | -14.5% |
| 30D | -40.2% | +18.2% | -58.4% | -49.4% |
| 3M | -67.4% | +7.3% | -74.7% | -69.6% |
| 6M | -74.0% | +13.8% | -87.8% | -77.6% |
| YTD | -79.6% | +25.9% | -105.5% | -84.5% |
| 1Y | -86.1% | +25.8% | -111.9% | -89.5% |
| 3Y | -41.4% | +53.7% | -95.1% | -67.2% |
| All | -41.4% | +53.5% | -94.9% | -67.2% |
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