-83.6%
OPEN vs INDA
+7.2%
-90.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | +0.3% |
| 7D | +1.0% | -1.0% | +2.0% | +2.8% |
| 30D | -11.9% | -2.5% | -9.4% | -7.7% |
| 3M | -28.8% | +4.0% | -32.8% | -32.9% |
| 6M | -38.6% | -1.8% | -36.8% | -36.1% |
| YTD | -47.3% | -9.2% | -38.2% | -37.6% |
| 1Y | -49.2% | -7.2% | -42.0% | -41.9% |
| 3Y | -18.8% | +9.8% | -28.6% | -35.7% |
| 5Y | -83.6% | +7.5% | -91.1% | -85.8% |
| All | -83.6% | +7.2% | -90.8% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling