-70.8%
OPEN vs INDA
+90.6%
-161.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | +0.7% | -5.0% | -5.3% |
| 30D | -16.2% | -0.8% | -15.4% | -15.0% |
| 3M | -36.4% | +3.9% | -40.3% | -39.4% |
| 6M | -35.5% | -0.7% | -34.7% | -34.2% |
| YTD | -46.0% | -7.7% | -38.3% | -38.8% |
| 1Y | -47.1% | -5.1% | -42.1% | -42.5% |
| 3Y | -19.0% | +13.6% | -32.7% | -34.3% |
| 5Y | -83.6% | +7.8% | -91.4% | -85.2% |
| All | -70.8% | +90.6% | -161.4% | -81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling