-72.2%
OPEN vs INDA
+85.9%
-158.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.0% |
| 7D | -2.9% | -2.6% | -0.3% | +1.1% |
| 30D | -13.8% | -2.9% | -10.9% | -9.5% |
| 3M | -30.9% | +2.4% | -33.3% | -32.8% |
| 6M | -40.9% | -2.6% | -38.3% | -38.0% |
| YTD | -48.5% | -10.0% | -38.6% | -39.4% |
| 1Y | -50.9% | -7.7% | -43.2% | -44.2% |
| 3Y | -20.6% | +8.9% | -29.5% | -31.1% |
| 5Y | -84.2% | +6.0% | -90.1% | -85.3% |
| All | -72.2% | +85.9% | -158.1% | -82.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling