-87.4%
OPEN vs INDA
+97.0%
-184.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.6% |
| 7D | -31.1% | +3.1% | -34.2% | -34.8% |
| 30D | -34.7% | +11.3% | -46.0% | -44.8% |
| 3M | -61.9% | +3.0% | -64.9% | -63.6% |
| 6M | -71.9% | +6.5% | -78.4% | -74.3% |
| YTD | -76.6% | -4.6% | -72.0% | -74.8% |
| 1Y | -83.9% | -5.8% | -78.1% | -82.4% |
| 3Y | -34.4% | +16.8% | -51.2% | -49.4% |
| 5Y | -93.9% | +10.4% | -104.3% | -94.8% |
| All | -87.4% | +97.0% | -184.4% | -92.6% |
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