-71.4%
OPEN vs NI
+9.5%
-80.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.5% | +12.3% | +13.4% |
| 7D | +3.7% | +3.9% | -0.3% | +2.8% |
| 30D | -14.3% | +15.3% | -29.6% | -17.1% |
| 3M | -51.9% | +2.4% | -54.3% | -51.5% |
| 6M | -61.4% | -4.5% | -56.9% | -60.1% |
| YTD | -66.0% | +11.4% | -77.4% | -75.2% |
| 1Y | -71.4% | +8.5% | -79.9% | -76.9% |
| All | -71.4% | +9.5% | -80.9% | -76.9% |
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