-52.2%
OPEN vs NI
+4.9%
-57.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.4% |
| 7D | -10.5% | -0.6% | -10.0% | -10.3% |
| 30D | -21.8% | -1.4% | -20.4% | -21.2% |
| 3M | -37.5% | -10.6% | -26.9% | -34.1% |
| 6M | -44.1% | -9.9% | -34.2% | -42.7% |
| YTD | -52.0% | +1.2% | -53.1% | -60.8% |
| 1Y | -52.2% | +4.4% | -56.6% | -61.1% |
| All | -52.2% | +4.9% | -57.1% | -61.1% |
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