-47.1%
OPEN vs NI
+1.4%
-48.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.0% |
| 7D | -4.3% | +2.0% | -6.3% | -5.3% |
| 30D | -16.2% | -3.5% | -12.7% | -14.6% |
| 3M | -36.4% | -9.1% | -27.2% | -33.6% |
| 6M | -35.5% | -11.8% | -23.6% | -31.5% |
| YTD | -46.0% | +1.1% | -47.1% | -56.3% |
| 1Y | -47.1% | +6.7% | -53.8% | -60.1% |
| All | -47.1% | +1.4% | -48.6% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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