-52.2%
OPEN vs INDA
-9.3%
-42.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -5.0% |
| 7D | -10.5% | -3.6% | -6.9% | -5.5% |
| 30D | -21.8% | -4.0% | -17.8% | -16.9% |
| 3M | -37.5% | +1.7% | -39.2% | -37.9% |
| 6M | -44.1% | -3.6% | -40.5% | -40.7% |
| YTD | -52.0% | -11.0% | -41.0% | -43.4% |
| 1Y | -52.2% | -9.5% | -42.7% | -44.8% |
| All | -52.2% | -9.3% | -42.9% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling