-74.1%
OPEN vs INDA
+83.7%
-157.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -4.9% |
| 7D | -10.5% | -3.6% | -6.9% | -5.2% |
| 30D | -21.8% | -4.0% | -17.8% | -16.5% |
| 3M | -37.5% | +1.7% | -39.2% | -38.5% |
| 6M | -44.1% | -3.6% | -40.5% | -40.3% |
| YTD | -52.0% | -11.0% | -41.0% | -42.4% |
| 1Y | -52.2% | -9.5% | -42.7% | -43.9% |
| 3Y | -25.9% | +7.6% | -33.6% | -34.5% |
| 5Y | -85.1% | +4.8% | -89.8% | -85.9% |
| All | -74.1% | +83.7% | -157.8% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded INDA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling